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149 East Center Avenue, Sebring, FL 33870 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-09-05 |
| FL | RA | APPROVED | 2012-03-23 |
Branch Locations
1 disclosure category 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 |
|---|---|---|---|---|
| Wfg Investments Inc | Sebring | FL | 06/2011 | 03/2017 |
| Waypoints Financial Llc | Sebring | FL | 03/2009 | Present |
1.) 149 E Center LLC; Not Investment Related; 149 E. Center Ave, Sebring, FL 33870; To purchase and rent office space for Waypoints Financial; Manager; November 7, 2022; One hour/month or less; Zero hours during trading hours; Collecting rent from current tenant, paying insurance, taxes, and other necessary expenses related to commercial real estate. 2.) Silver Fox Storage LLC; Not Investment Related; Holding Company for Vacant Commercial Property; Manager; Established 9/1/23; One hour/month or less; Zero hours during trading; No current business operations.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 1995-10-20 |
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