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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-04-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waupaca Foundry | Waupaca | WI | 03/2021 | 08/2023 |
| Strongwood | Waupaca | WI | 03/2020 | 08/2020 |
| Waupaca High School | Waupaca | WI | 09/2017 | 05/2021 |
| University Of Wisconsin - Madison | Madison | WI | 09/2021 | 12/2024 |
| Waypoint Financial Solution, Inc. | Waupaca | WI | 09/2024 | Present |
| Waupaca Middle School | Waupaca | WI | 09/2013 | 09/2017 |
| Osaic Wealth Inc | Waupaca | WI | 02/2025 | Present |
1. WAYPOINT FINANCIAL SOLUTIONS POSITION: Client Services Associate NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 150 START DATE: 01/06/2025 ADDRESS: 109 E Badger St, Waupaca WI 54981, United States DESCRIPTION: Servicing clients and accounts, Supporting trading operations and Account Opening.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-27 |
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