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475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-01-06 |
Branch Locations
475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
Medina, MN • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Creative Planning | Overland Park | KS | 04/2017 | 08/2021 |
| Benchmark Advisory Services, Llc | New York | NY | 08/2021 | 08/2021 |
| Bluepoint Wealth Management, Inc | Medina | MN | 11/2025 | Present |
| Simplicity Wealth | Summit | NJ | 11/2025 | Present |
| Advance Capital Group | Minneapolis | MN | 01/2004 | 03/2017 |
| Kingswood Wealth Advisors Llc | New York | NY | 08/2021 | 11/2025 |
Derrick Salvador Avelar; not investment related; 690 Shawnee Woods Road, Medina MN 55340; Registered Insurance Representative; 11/01/2013; approximate number of hours/month you devote to the other business before and during trading hours 100; Insurance Agent business activity: LIFE, FIA, FA. Bluepoint Wealth Management; not investment related; 690 Shawnee Woods Road, Medina MN 55340; Insurance Sales / Owner; 11/01/2013; approximate number of hours/month you devote to the other business before and during trading hours 100; Insurance Agent business activity: LIFE, FIA, FA. The Leaders Group; not investment replated; 475 Springfield Ave, Summit NJ 07901; 04/21/2025; Registered Representative; approximate number of hours/month you devote to the other business before and during trading hours 100; All BD activity will run through here.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-09-09 |
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