Thomas Crutchfield has been Managing Member of Waypoints Financial since March 2009, is a control person of the firm and directly owns between 25% and 50% of it.
Waypoints Financial, LLC is a Sebring, FL firm with $158M under management, 430 clients and 3 advisers in one office, as of its March 2026 filing.
Thomas Crutchfield’s longest registration is the current one, 14 years at Waypoints Financial since 2012. Before joining Waypoints Financial in 2012, Thomas Crutchfield was registered through WFG Advisors, LP and Cambridge Investment Research Advisors, Inc.
- Waypoints FinancialCurrent– present · 14 yearsSebring, FL · Adviser representative · Firm CRD 157494
- WFG Advisors, LP– · 5 yearsSebring, FL · Adviser representative · Firm CRD 125073
- Cambridge Investment Research Advisors, Inc.– · 2 yearsSebring, FL · Adviser representative · Firm CRD 134139
- Wachovia Securities, LLC– · 1 yearSebring, FL · Adviser representative · Firm CRD 19616
- A. G. Edwards & Sons, Inc.– · 6 yearsSebring, FL · Adviser representative · Firm CRD 4
Investment adviser representative registrations
Thomas Crutchfield is registered as an investment adviser representative in Florida, since March 2012.
- FloridaSince 23 March 2012
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 11 April 1997 |
| Series 63 | Uniform Securities Agent State Law Examination | 27 March 1997 |
| Series 7 | General Securities Representative Examination | 11 March 1997 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Thomas Scott Crutchfield
- CRD
- 2846546
- Firm
- Waypoints Financial · CRD 157494
- Role
- Managing Member
- Office
- 149 EAST CENTER AVENUE, Sebring, FL 33870
- Registration
- Investment adviser registration
- In the industry since
- March 1997
- Disciplinary history
- Not yet shown here · SEC record
Where does Thomas Crutchfield work?
Thomas Crutchfield has been Managing Member of Waypoints Financial, LLC since March 2009, and is a control person of the firm.
Is Thomas Crutchfield a financial advisor?
Yes. Thomas Crutchfield has a current investment-adviser registration in Florida, through Waypoints Financial since March 2012.
How many years of experience does Thomas Crutchfield have?
Thomas Crutchfield has 29 years in the financial industry, since March 1997, across 5 adviser firms.
What exams has Thomas Crutchfield passed?
Thomas Crutchfield has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in March 1997. FINRA credited Thomas Crutchfield with the SIE, which began in October 2018.
Where did Thomas Crutchfield work before Waypoints Financial?
Before Waypoints Financial, Thomas Crutchfield was registered through Cambridge Investment Research Advisors, Inc., April 2009 to July 2011; Wachovia Securities, LLC, January 2008 to March 2009; A. G. Edwards & Sons, Inc., September 2001 to January 2008.
Where is Thomas Crutchfield based?
Thomas Crutchfield’s registered office is in Sebring, FL.
Is Thomas Crutchfield registered with FINRA?
No. Thomas Crutchfield has no current broker registration.
How can I verify Thomas Crutchfield’s record?
Search CRD 2846546 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Thomas Crutchfield’s full registration record.