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High Point Wealth Management, LLC CRD 147111
$193M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
31 Fairmount Ave. Suite 105, Chester, NJ 07930 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-04-04 |
Branch Locations
31 Fairmount Avenue Suite 105, Chester, NJ 07930 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clsa Americas, Llc | New York | NY | 04/2013 | 03/2017 |
| Keybanc Capital Markets | New York | NY | 05/2017 | 02/2022 |
| Unemployed | New York | NY | 04/2017 | 04/2017 |
| D.A. Davidson | New York | NY | 07/2022 | 08/2023 |
| Unemployed | New York | NY | 03/2022 | 06/2022 |
| High Point Wealth Management, Llc | Chester | NJ | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-27 |
| S63 | Uniform Securities Agent State Law Examination | 2002-03-27 |
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