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Advisor at HIGHBROOK CAPITAL PARTNERS
ATLANTA, GA
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 |
|---|---|---|---|---|---|---|
| HIGHBROOK CAPITAL PARTNERS | Independent wealth | Jan 13, 2026 | n/a | yes | ATLANTA, GA | Current employment |
| WAYPOINT WEALTH COUNSEL LLC | Independent wealth | May 20, 2021 | Feb 10, 2026 | no | ATLANTA, GA | Previous registration |
| ARCUS CAPITAL PARTNERS, LLC | Independent wealth | Mar 21, 2011 | Mar 22, 2021 | no | ATLANTA, GA|ATLANTA, GA | Previous registration |
| HARVEST OAK CAPITAL, LLC | Former SEC adviser | May 12, 2009 | Jan 6, 2010 | no | ATLANTA, GA | Previous registration |
| STANFORD GROUP COMPANY | n/a | Nov 13, 2007 | Mar 18, 2009 | no | ATLANTA, GA | Previous registration |
| SUNTRUST INVESTMENT SERVICES, INC. | Former SEC adviser | Jul 24, 2006 | Nov 6, 2007 | no | ATLANTA, GA | Previous registration |
| OSAIC FA, INC. | Former SEC adviser | Mar 7, 2003 | Jul 17, 2006 | no | ATLANTA, GA|VIRGINIA BEACH, VA | Previous registration |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | Apr 5, 2001 | Jul 29, 2002 | no | ATLANTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WAYPOINT WEALTH COUNSEL LLC | HIGHBROOK CAPITAL PARTNERS | Feb 10, 2026 | Jan 13, 2026 | -28 | Firm change | RIA to new firm |
| ARCUS CAPITAL PARTNERS, LLC | WAYPOINT WEALTH COUNSEL LLC | Mar 22, 2021 | May 20, 2021 | 59 | Firm change | RIA to RIA |
| HARVEST OAK CAPITAL, LLC | ARCUS CAPITAL PARTNERS, LLC | Jan 6, 2010 | Mar 21, 2011 | 439 | Firm change after gap | Other |
| STANFORD GROUP COMPANY | HARVEST OAK CAPITAL, LLC | Mar 18, 2009 | May 12, 2009 | 55 | Firm change | Other |
| SUNTRUST INVESTMENT SERVICES, INC. | STANFORD GROUP COMPANY | Nov 6, 2007 | Nov 13, 2007 | 7 | Firm change | Other |
| OSAIC FA, INC. | SUNTRUST INVESTMENT SERVICES, INC. | Jul 17, 2006 | Jul 24, 2006 | 7 | Firm change | Other |
| CITIGROUP GLOBAL MARKETS INC. | OSAIC FA, INC. | Jul 29, 2002 | Mar 7, 2003 | 221 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 171822:338408:GA:2026-02-10 | Feb 10, 2026 | Jan 13, 2026 | ATLANTA, GA | Firm change |