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Current Employers
Waypoint Financial, Llc

Dublin, PA • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2023-03-09
  • CT RA
    APPROVED
    Since 2023-03-09

Branch Locations

Weston, CT • United States

Weston, CT • United States

Dublin, PA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Iridian Asset Management, Llc Westport CT 07/2007 12/2021
Waypoint Financial Weston CT 01/2023 Present
Fanton Hill Capital Management, Llc Weston CT 01/2022 Present
  • 07/2007 → 12/2021
    Iridian Asset Management, Llc
    Westport, CT
  • 01/2023 → Present
    Waypoint Financial
    Weston, CT
  • 01/2022 → Present
    Fanton Hill Capital Management, Llc
    Weston, CT
Designations

View on SEC IAPD

More in Weston, CT

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