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9515 Deereco Road Suite 1001, Timonium, MD 21093 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2015-09-30 |
Branch Locations
9515 Deereco Road Suite 1001, Timonium, MD 21093 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waypoint Wealth Management | Timonium | MD | 09/2015 | 10/2016 |
| Waypoint Wealth Management | Timonium | MD | 10/2016 | 12/2018 |
| Waypoint Wealth Management | Timonium | MD | 01/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-05-07 |
| S65 | Uniform Investment Adviser Law Examination | 2003-05-22 |
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