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 appears to be an owner-controlled enterprise (owner type: individual). Public data classifies the firm as unclassified and indicates it does not act as a capital allocator. It is not identified as an active ESG investor and is not labeled a multi-state adviser or a newly formed adviser. The firm did not provide detail on its advisory activities, client base, fee model, or other business functions in the source data.
Assets & Accounts
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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