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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-08-26 |
Branch Locations
870 S. Pleasantburg Drive, Greenville, SC 29607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waypoint Strategic Advisors Llc | Summerville | SC | 07/2016 | 03/2025 |
| Marsh Mcclennan Agency | Greenville | SC | 03/2025 | Present |
| Osaic Wealth, Inc | Greenville | SC | 04/2025 | Present |
MARSH MCCLENNAN AGENCY POSITION: Senior Client Manager NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 38 SECURITIES TRADING HOURS: 28 START DATE: 02/25/2025 ADDRESS: 870 South Pleasantburg Drive, Greenville SC 29607, United States DESCRIPTION: 401k Participant Education and Service
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-05-12 |
| S65 | Uniform Investment Adviser Law Examination | 2016-07-11 |
| S65 | Uniform Investment Adviser Law Examination | 2016-07-11 |
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