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Matthew Judson Daley

Decisionpoint Financial, LLC

Mesa, AZ

Gig Harbor, WA

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Current Employers
Decisionpoint Financial, Llc

2443 N Greenfield Rd. Suite 217, Mesa, AZ 85215 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2019-05-13
AZ RA APPROVED 2018-06-12
  • WA RA
    APPROVED
    Since 2019-05-13
  • AZ RA
    APPROVED
    Since 2018-06-12

Branch Locations

2443 N Greenfield Rd. Suite 217, Mesa, AZ 85215 • United States

5727 Baker Way Suite 101, Gig Harbor, WA 98332 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Moss Adams Wealth Advisors Seattle WA 01/2017 12/2017
Utah Valley University Orem UT 08/2010 12/2016
Utah Valley University - Money Management & Resource Center Orem UT 01/2016 12/2016
Arista Wealth Management, Llc Las Vegas NV 12/2017 06/2018
Decisionpoint Financial, Llc Gig Harbor WA 06/2018 Present
  • 01/2017 → 12/2017
    Moss Adams Wealth Advisors
    Seattle, WA
  • 08/2010 → 12/2016
    Utah Valley University
    Orem, UT
  • 01/2016 → 12/2016
    Utah Valley University - Money Management & Resource Center
    Orem, UT
  • 12/2017 → 06/2018
    Arista Wealth Management, Llc
    Las Vegas, NV
  • 06/2018 → Present
    Decisionpoint Financial, Llc
    Gig Harbor, WA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-08-28
  • S65 Uniform Investment Adviser Law Examination
    2017-08-28
Designations
Other Names
  • Matthew Daley

View on SEC IAPD

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