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Waycross Investment Management Co CRD 105034
$252M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
119 N Commercial St Ste 191, Bellingham, WA 98225 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2014-04-04 |
Branch Locations
119 N, Commercial St. Suite 191, Bellingham, WA 98225 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waycross Investment Management Co | Bellingham | WA | 03/2014 | Present |
| Dgs Consulting | Bellingham | WA | 06/2007 | Present |
DAVID SCHNEIDER OPERATES DGS CONSULTING AS A SOLE PROPRIETORSHIP FROM 01/2003 TO PRESENT. WORK IS INVESTMENT RELATED IN THAT HE CONDUCTS ECONOMIC AND FINANCIAL ANALYSES USED BY LAWYERS, DEVELOPERS, AND INVESTORS IN AREAS SUCH AS THE US CITIZENSHIP AND IMMIGRATION SERVICE (USCIS) "EB-5" FOREIGN INVESTOR PROGRAM. INDIVIDUALIZED INVESTMENT ADVICE NOT PROVIDED AS A SERVICE OF DGS CONSULTING. DGS CONSULTING IS CURRENTLY LOCATED IN BELLINGHAM, WA. APPROXIMATELY 85 HOURS PER MONTH AND 50% OF THAT DURING BUSINESS HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-04-04 |
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