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475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2018-10-24 |
Branch Locations
475 Springfield Ave, Summit, NJ 07901 • United States
Chesterfield, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 02/2016 | 10/2018 |
| Milestone Financial Solutions | Chesterfield | VA | 12/2015 | 08/2026 |
| The Leaders Group Inc | Summit | NJ | 10/2018 | Present |
| Waypoint Wealth Services Llc | Chesterfield | VA | 08/2026 | Present |
1.) WAYPOINT WEALTH SERVICES LLC - 8/10/2026 - 8700 First Branch Ln, Chesterfield VA, 23838 - President, Strategic Advisor, Administrative and Planning Head, New Client Onboarding and Planning, Invt Rel, Financial Planning, Investment Management, 150 hrs/mo; 136 hrs/mo (during trading hours). 2.) TLG ADVISORS INC - 10/22/2018 - 475 Springfield Avenue, Summit, NJ 07901 - IAR Rep, Invt Rel, IAR Business, 10 hrs/wk; 10 hrs/wk (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-27 |
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