Dylan Branson
Registered Assistant, Grove Point Investments Waterford Wealth Management at Waterford Wealth Management- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
Credentials
-
Series 66 - Uniform Combined State Law Examination
FINRAOct, 2022- Nov, 2024 -
Series 7TO - General Securities Representative Examination
FINRAAug, 2022- Nov, 2024 -
SIE - Securities Industry Essentials Examination
FINRAFeb, 2022- Nov, 2024
Experience
-
Waterford Wealth Management
-
United States
-
Financial Services
-
1 - 100 Employee
-
Registered Assistant, Grove Point Investments Waterford Wealth Management
-
Jul 2021 - Present
Securities are offered through Grove Point Investments, LLC, member FINRA/SIPC. Investment Advisory Services are offered through Grove Point Advisors, LLC. Grove Point Investments, LLC & Grove Point Advisors LLC are subsidiaries of Grove Point Financial, LLC. Waterford Wealth Management is not affiliated with Grove Point Financial, LLC or its subsidiaries. Securities are offered through Grove Point Investments, LLC, member FINRA/SIPC. Investment Advisory Services are offered through Grove Point Advisors, LLC. Grove Point Investments, LLC & Grove Point Advisors LLC are subsidiaries of Grove Point Financial, LLC. Waterford Wealth Management is not affiliated with Grove Point Financial, LLC or its subsidiaries.
-
-
-
Tiber Realty Group LLC
-
Washington, District of Columbia, United States
-
Administrative Assistant
-
May 2020 - Apr 2023
-
-
Education
-
2020 - 2022
University of Maryland
Bachelor's degree, Economics -
2018 - 2020
Montgomery College
Associate of Science - AS, Mathematics
Community
