Blake Points Hicks

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 03/2019 → 04/2019
  Lions Bridge Financial Advisors
  Williamsburg, VA
• 01/2016 → 02/2019
  National Center For State Courts
  Williamsburg, VA
• 04/2019 → 04/2023
  Lpl Financial, Llc
  Williamsburg, VA
• 06/2020 → 04/2023
  Colonial River Wealth Management Llc
  Williamsburg, VA
• 04/2023 → Present
  Commonwealth Financial Network
  Waltham, MA
• 04/2023 → Present
  Points Wealth, Llc
  Williamsburg, VA

Previous Registrations

• 2020-06-12 → 2023-05-15
  Colonial River Wealth Management Llc
  Williamsburg, VA
  Midlothian, VA
  Williamsburg, VA
• 2019-08-23 → 2020-06-12
  Lpl Financial Llc
  Williamsburg, VA

Other Businesses

1. Owner, Points Wealth, LLC, a private entity established to facilitate securities, advisory, and insurance business; as of 11/12/2020; 0% of time spent during business hours; Conducted at branch; Investment related. 2. Fixed insurance sales; as of 04/26/2023; 1% of time spent during business hours; Conducted at branch location; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2019-08-21

Other Names

• Diana Blake Points
• Blake Points Kavanagh