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Advisor at WAYSTONE ADVISORS LLC
Stockton, CA | REDMOND, WA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| WAYSTONE ADVISORS LLC | Independent wealth | Jun 2, 2025 | n/a | yes | Stockton, CA|REDMOND, WA | Current employment |
| FINDEC WEALTH SERVICES, INC. | Other adviser | May 23, 2022 | May 13, 2025 | no | STOCKTON, CA|STOCKTON, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FINDEC WEALTH SERVICES, INC. | WAYSTONE ADVISORS LLC | May 13, 2025 | Jun 2, 2025 | 20 | Firm change | RIA to RIA |