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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2004-04-01 |
Branch Locations
4160 North Ocoee Street Suite 9, Cleveland, TN 37312 • 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 |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 08/2002 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 08/2002 | Present |
STARTING ON 10/09/2013 TO CURRENT, NOTARY PUBLIC,1699 LENOX DRIVE NW CLEAVELAND, TN 37312, 1 HR PER MONTH, 0 COMP, SUCCESSOR EXECUTOR IN MOTHER'S WILL, SUCCESSOR GENERAL AND HEALTH CARE, POWER OF ATTORNEY FOR MOTHER. Waypoint Cleveland, LLC dba Waypoint Financial Partners, LLC, 4160 North Ocoee Street, Suite 9, Cleveland, TN 37312, Waypoint Cleveland, LLC dba Waypoint Financial Partners, LLC, 4160 North Ocoee Street, Suite 9, Cleveland, TN 37312, Registered Sales Assistant and Operations Manager, RSA related support for producers and day to day business operations, 01/01/2025, 160 Hrs/Mo.Name: Candy's Creek Cherokee Elementary School Parent Teacher Organization (PTO) Role: Board Member and Treasurer - As a board member and treasurer, I will help primarily with budgeting and strategic planning for proposed multi year school improvement projects. The treasurer is not directly responsible for managing the funds of the organization and does not have check writing authority. Address: 4445 Georgetown Road NW, Cleveland, TN 37312 Start Date: 8/1/2026 Hours: 2 per mo. Not Insurance/Investment: related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-11-05 |
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