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Pivot Point Advisors, LLC CRD 130562
$142M regulatory AUM 4 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
5959 West Loop South Suite 333, Bellaire, TX 77401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2004-05-28 |
Branch Locations
5959 West Loop South 333, Bellaire, TX 77401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pivot Point Advisers | Houston | TX | 05/2004 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-11-24 |
| S63 | Uniform Securities Agent State Law Examination | 1988-05-25 |
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