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Managing Member and CCO · Waypoints Financial

John R. Clark

CRD 2139449 · Named on Form ADV at one SEC-registered adviser

At a glance

Waypoints Financial, an SEC-registered wealth manager based in Sebring, FL with $158 million in regulatory assets, lists John R. Clark on its Form ADV as Managing Member and CCO, a control person.

Firms and roles

  • Waypoints FinancialManaging Member and CCOWealth manager · Sebring, FL · $158M in regulatory assets

AtlasMembers

John’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For John’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.