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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-24 |
| AZ | RA | APPROVED | 2019-08-20 |
Branch Locations
8925 E Pima Center Parkway Suite 135, Scottsdale, AZ 85258 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blackrock Investments, Llc | Plainsboro | NJ | 04/2011 | 08/2019 |
| Commonwealth Financial Network | Waltham | MA | 08/2019 | Present |
| Blakeman And Associates, Inc | Scottsdale | AZ | 08/2019 | Present |
1. Owner, Five Point Wealth Advisors LLC, a private entity est. to facilitate securities, advisory, and insurance business; As of 01/10/20; 0% time spent during business hours; Conducted at branch; Investment related. 2. Fixed insurance sales, as an Agent, under the name 'Five Point Wealth Advisors'; As of 01/10/20; 1% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-11-09 |
| S63 | Uniform Securities Agent State Law Examination | 2007-07-25 |
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