D Gene Bishop

Employer firm

Northpoint Wealth Financial Services, LLC CRD 166982

$1.98M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2013 → Present
  The Family Wealth Consortium, Llc
  Tulsa, OK
• 09/2006 → Present
  Northpoint Wealth Management, Llc
  Tulsa, OK
• 01/2013 → Present
  Northpoint Wealth Financial Services, Llc
  Tulsa, OK
• 01/2013 → Present
  Northpoint Wealth Insurance Design, Llc
  Tulsa, OK
• 04/2012 → 04/2021
  Saving Oklahoma's Future, Inc.
  Tulsa, OK
• 08/2020 → Present
  The Parentcare Institute
  Tulsa, OK
• 08/2020 → Present
  Kathryn Bishop Llc
  Tulsa, OK

Previous Registrations

• 2011-02-18 → 2012-12-31
  Vsr Financial Services, Inc.
  Overland Park, KS
  Tulsa, OK
• 2009-01-12 → 2011-02-11
  Qa3 Financial Llc
  Tulsa, OK
  Omaha, NE
• 2007-05-29 → 2008-12-31
  Summit Financial Group Inc
  Tulsa, OK

Other Businesses

1. NORTHPOINT WEALTH INSURANCE DESIGN, LLC; NOT INVESTMENT RELATED; 5921 E 97TH ST., TULSA, OK 74137; A LIFE AND HEALTH INSURANCE AGENCY, APPROXIMATELY 10% OF TIME; FAMILY WEALTH CONSORTIUM; NOT INVESTMENT RELATED; 5921 E 97TH ST., TULSA, OK 74137; MANAGEMENT AND ACCOUNTING CONSULTANT, 5% OF TIME; AND PARENTCARE INSTITUTE, NOT INVESTMENT RELATED, CONSULTANT TO SENIORS AGING AT HOME, 5 % OF TIME, KATHRYN BISHOP LLC, NOT INVESTMENT RELATED, BUSINESS MANAGER FOR BEHAVIORAL HEALTH ORGASNIZATION, 2 % OF TIME.

Exams

• S66 Uniform Combined State Law Examination
  2007-05-11
• S63 Uniform Securities Agent State Law Examination
  2002-06-20

Other Names

• Gene Bishop
• Dennis Gene Bishop