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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-14 |
| NJ | RA | APPROVED | 2020-02-24 |
| TX | RA | APPROVED_RES | 2020-02-20 |
Branch Locations
1055 Franklin Avenue Suite 200, Garden City, NY 11530 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel Nicolaus & Company, Inc. | Garden City | NY | 05/2009 | 02/2020 |
| Raymond James Financial Services, Inc. | Garden City | NY | 02/2020 | Present |
| Raymond James Financial Services Advisors, Inc. | Garden City | NY | 02/2020 | Present |
(1)Name of Business: Ten55 WMG Address: 1055 Franklin Ave Ste 200, Garden City, NY, 11530, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 02/19/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner (2)Name of Business: Waypoint Wealth Management Group Address: 1055 Franklin Ave Ste 200, Garden City, NY, 11530-2903, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/01/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Managing Partner
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-10-29 |
| S63 | Uniform Securities Agent State Law Examination | 1989-12-01 |
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