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Brett Ernest Adams

Decisionpoint Financial, LLC

Mesa, AZ

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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 2025-03-13
AZ RA APPROVED 2020-06-16
  • WA RA
    APPROVED
    Since 2025-03-13
  • AZ RA
    APPROVED
    Since 2020-06-16

Branch Locations

2443 N Greenfield Rd. Suite 217, Mesa, AZ 85215 • 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
Intermountain Healthcare Salt Lake City UT 07/2016 12/2017
Intermountain Healthcare American Fork UT 12/2017 03/2019
Decisionpoint Financial, Llc Mesa AZ 03/2019 Present
  • 07/2016 → 12/2017
    Intermountain Healthcare
    Salt Lake City, UT
  • 12/2017 → 03/2019
    Intermountain Healthcare
    American Fork, UT
  • 03/2019 → Present
    Decisionpoint Financial, Llc
    Mesa, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-06-03
  • S65 Uniform Investment Adviser Law Examination
    2020-06-03

View on SEC IAPD

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