Kyle Paul Bateman

Current Employers

Employment History

• 05/2015 → 05/2019
  Provo Financial Services
  Shrewsbury, MA
• 12/2015 → 07/2018
  Lpl Financial, Llc
  Shrewsbury, MA
• 02/2016 → 05/2019
  The Patriot Financial Group, Llc
  Shrewsbury, MA
• 07/2018 → 12/2022
  Securities America Inc.
  Westborough, MA
• 06/2019 → Present
  Patriot Financial Group
  Shrewsbury, MA
• 06/2019 → Present
  Waypoint Wealth Management
  Shrewsbury, MA
• 12/2022 → 04/2025
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 04/2025 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL

Other Businesses

1) WAYPOINT WEALTH MANAGEMENT; SHREWSBURY, MA; INVESTMENT RELATED; DBA FOR FINANCIAL SERVICES; FIXED INSURANCE; SINCE 06/2019; 160 HRS/MO 2) FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED; SAME AS REGISTERED LOCATION; FIXED INSURANCE; START DATE: 7/2019; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 1; INSURANCE AGENT; SALES OF FIXED INSURANCE PRODUCTS 3) Mr. Bateman is also a Trustee for The Barbara Bateman Irrevocable Trust. Mr. Bateman spends approximately an hour of his time at this business activity. 4) Mr. Bateman is the owner of Bateman Financial Services, LLC, an entity formed for payroll purposes for advisory business. 5) Notary Services; not investment related; 543 Main St. Shrewsbury MA 01545; Notary; Notarize documents; Start date: 2026-07-23; Hours per month during trading hours: 1; Hours per month outside trading hours: 1

Exams

• S66 Uniform Combined State Law Examination
  2016-05-04

Designations