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Las Vegas, NV • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2024-04-22 |
Branch Locations
2 disclosure categories 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 |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Las Vegas | NV | 11/2017 | 05/2019 |
| World Financial Group, Inc. | Las Vegas | NV | 11/2017 | 05/2019 |
| Pivotpoint Executive Search | Culver City | CA | 01/2007 | 12/2019 |
| Pivotpoint Business Consulting | Las Vegas | NV | 01/2018 | 12/2019 |
| Pivotpoint Advisors, Llc | Las Vegas | NV | 09/2019 | Present |
Insurance Brokerage, registered in Nevada and Florida. Medicare Advantage and Supplement plans.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-11-15 |
| S65 | Uniform Investment Adviser Law Examination | 2018-09-17 |
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