Robert Alan Dossett

Current Employers

Waypoint Financial Planning Llc

Milford, MA • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2011-10-26

MA RA
APPROVED

Since 2011-10-26

Branch Locations

Milford, MA • 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

Organization	City	State	From	To
Waypoint Financial Planning Llc	Westborough	MA	05/2011	Present

05/2011 → Present

Waypoint Financial Planning Llc

Westborough, MA

Other Businesses

Robert Alan Dossett is a minority investor in a closely held LLC, iTKR Software LLC, which holds patents in the medical device field. Mr. Dossett does not materially participate or spend time in that business; he spends 0-2 hours per month and 0 hours during normal business hours. He is not an employee. His involvement began in 2015. Mr. Dossett does not solicit any investment in this LLC.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2011-10-04

S65 Uniform Investment Adviser Law Examination

2011-10-04

Designations

View on SEC IAPD