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West Stuart, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-16 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments, Inc. | Stamford | CT | 04/2011 | 05/2024 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 05/2024 |
| Waypoint Strategic Wealth Llc | West Stuart | FL | 06/2024 | Present |
1) Licensed Insurance Agent; Not-Investment Related; Same as reported business location; Insurance Sales; Insurance Agent; 06/2025; Implementations of insurance recommendations.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 1993-08-23 |
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