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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-10-29 |
| CA | RA | APPROVED | 2017-05-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | San Leandro | CA | 05/2010 | 11/2016 |
| Wells Fargo Clearing Services, Llc | San Leandro | CA | 11/2016 | 05/2017 |
| Raymond James Financial Services Advisors Inc. | Fresno | CA | 05/2017 | Present |
| Capital Waypoint, Llc | Fresno | CA | 05/2017 | Present |
| Next Retirement Services, Llc | Fresno | CA | 05/2017 | 02/2023 |
| Concurrent Advisors | Fresno | CA | 05/2017 | 03/2023 |
| Concurrent Advisors Fresno, Llc | Fresno | CA | 01/2021 | 03/2023 |
| Waypoint Flying, Llc | Fresno | CA | 10/2018 | 01/2022 |
| Raymond James Financial Services,Inc | Fresno | CA | 05/2017 | Present |
(1)Name of Business: Capital Waypoint, LLC Address: 5200 N Palm Ave Ste 312, Fresno, CA, 93704, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 05/05/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner (2)Name of Business: JM Waypoint, LLC Address: 5200 N Palm Ave Ste 301, Fresno, CA, 93704-2227, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 10/07/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Asset protection, LLC holds my Bonanza airplane (3)Name of Business: JM Waypoint, LLC Address: 5200 N Palm Ave Ste 301, Fresno, CA, 93704-2227, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 10/14/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: JM Waypoint, LLC will hold an aircraft for liability protection. (4)Name of Business: Valley Children's Hospital Address: 9300 Valley Children's Place, Madera, CA, 93636, United States Activity Type: Non profit Position/Title: Officer - Treasurer Investment Related: Yes Start Date: 01/31/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: The Treasurer shall keep and maintain, or cause to be kept and maintained, adequate and correct books and records of accounts of the properties and business transactions of the Corporation, including accounts of its assets, liabilities, receipts, disbursements, gains, losses, and other matters customarily included in financial statements. The books of account shall at all reasonable times be open to inspection by any Trustee and Member Trustee. \n\n
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-03-14 |
| S63 | Uniform Securities Agent State Law Examination | 1994-12-23 |
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