Waypoint Securities, LLC
Firm details
- Headquarters
- Sun Prairie, Wisconsin
- CRD number
- 158622
- Registered since
- July 22, 2013
Firm profile
FINTRXOverview
Waypoint Securities, LLC is organized as a limited liability company and has been SEC-registered since 2013. The firm is owned by an individual and is listed in the source data as "unclassified" for its business classification. The publicly supplied profile contains minimal detail about the firm's lines of business, advisory activities, fee schedule, or client segments. Waypoint is not identified as a multi-state adviser, a pension consultant, or a related adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3
James Holder
Co-Founder and Managing DirectorCRD 5961460
Steven Sprindis
Co-Founder & Managing DirectorCRD 5998390
Dale Gillmore
Managing DirectorCRD 7272445
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Sun Prairie, WI
Dane
Location
Sun Prairie, WI
Headquartered in Sun Prairie, WI, anchoring the Madison-Janesville-Beloit, WI metro in the Midwest.
- Metro area
- Madison-Janesville-Beloit, WI
- Region
- Midwest
- County
- Dane
- Address
- 1390 Armagh Ln
- Time zone
- CT (UTC-6)
- Office locations
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