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475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-04-23 |
Branch Locations
10108 Krause Road Suite 201, Chesterfield, VA 23832 • United States
475 Springfield Ave, Summit, NJ 07901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| James Madison University | Harrisonburg | VA | 08/2020 | 05/2021 |
| Pecht Distributors | Lawrenceville | VA | 07/2020 | 08/2021 |
| Lowe's Home Improvement | Harrisonburg | VA | 02/2020 | 11/2020 |
| James Madison University | Harrisonburg | VA | 08/2019 | 05/2020 |
| Unemployed | South Hill | VA | 05/2019 | 08/2019 |
| James Madison University | Harrisonburg | VA | 12/2018 | 05/2019 |
| James Madison University | Harrisonburg | VA | 08/2018 | 05/2019 |
| Unemployed | South Hill | VA | 05/2018 | 08/2018 |
| Park View High School | South Hill | VA | 08/2017 | 05/2018 |
| Park View High School | South Hill | VA | 08/2016 | 05/2017 |
| Risin' Smoke Barbecue | South Hill | VA | 07/2016 | 04/2018 |
| Sagepoint Financial, Inc. | Midlothian | VA | 05/2021 | 10/2021 |
| Delaware Life Insurance | Waltham | MA | 04/2022 | 09/2024 |
| Vaughan Insurance Practice | South Hill | VA | 10/2021 | 04/2022 |
| Milestone | Chesterfield | VA | 09/2024 | 08/2026 |
| The Leaders Group Inc | Littleton | CO | 10/2024 | Present |
| Waypoint Wealth Services, Llc | South Chesterfield | VA | 08/2026 | Present |
1.) WAYPOINT WEALTH SERVICES, LLC - 8/14/2026 - 8721 River Road, South Chesterfield, VA, 23803 - Financial Advisor, Discuss and advise clients regarding securities, investments, and other financial matters related to their situation., Invt Rel, Waypoint Wealth Services, LLC is a business that focuses on financial planning, investment management, and estate planning for clients., 160 hrs/mo; 130 hrs/mo (during trading hours). 2.) TLG Advisors Inc - 4/23/26 - 475 Springfield Avenue, Summit, NJ 07901 - IAR, Invt Rel, RA business, 40 hrs/mo; 40 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-17 |
| S63 | Uniform Securities Agent State Law Examination | 2021-09-10 |
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