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Trevor Kent Reece

Waypoint Financial Planning, LLC

Marietta, GA

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Current Employers
Waypoint Financial Planning, Llc

Marietta, GA • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-07-07
GA RA APPROVED 2025-05-05
  • TX RA
    APPROVED_RES
    Since 2025-07-07
  • GA RA
    APPROVED
    Since 2025-05-05

Branch Locations

Marietta, GA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Waypoint Financial Planning, Llc Marietta GA 03/2025 Present
Blue Trust Atlanta GA 07/2023 02/2025
Sabbatical Roswell GA 07/2022 06/2023
Mckinsey & Company Atlanta GA 06/2013 06/2022
  • 03/2025 → Present
    Waypoint Financial Planning, Llc
    Marietta, GA
  • 07/2023 → 02/2025
    Blue Trust
    Atlanta, GA
  • 07/2022 → 06/2023
    Sabbatical
    Roswell, GA
  • 06/2013 → 06/2022
    Mckinsey & Company
    Atlanta, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-26
  • S65 Uniform Investment Adviser Law Examination
    2025-03-26
Other Names
  • Trevor Reece

View on SEC IAPD

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