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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2022-05-04 |
Branch Locations
6840 Carothers Parkway Suite 100, Franklin, TN 37067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waypoint Financial Partners, Llc | Franklin | TN | 06/2020 | 08/2020 |
| Waypoint Financial Partners, Llc | Knoxville | TN | 10/2020 | 12/2020 |
| University Of Tennessee | Knoxville | TN | 08/2017 | 05/2021 |
| White Cap | Nashville | TN | 05/2019 | 08/2019 |
| Ups | Nashville | TN | 12/2018 | 01/2019 |
| Richland Country Club | Brentwood | TN | 05/2017 | 08/2017 |
| Richland Country Club | Brentwood | TN | 05/2018 | 08/2018 |
| Ups | Nashville | TN | 11/2019 | 01/2020 |
| Waypoint Financial Partners, Llc | Franklin | TN | 06/2021 | Present |
| Equitable Advisors, Llc | New York | NY | 01/2022 | Present |
| Father Ryan High School | Nashville | TN | 08/2013 | 05/2017 |
| Dallas George | Franklin | TN | 01/2022 | Present |
DALLAS GEORGE 6840 CAROTHERS PKWY, SUITE 100 FRANKLIN, TN 37067 REGISTERED SALES ASSISTANT, MAINTAIN CLIENT RAPPORT AND SATISFACTION SOLVE OPERATIONAL PROBLEMS TROUBLESHOOT FOR CLIENTS PROCESS UNSOLICITED TRADE ORDERS ORGANIZATION AND RECORD KEEPING, 01/10/2022, 180 HRS/MO
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-01 |
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