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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 2025-06-26
  • WA RA
    APPROVED
    Since 2025-06-26

Branch Locations

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

5727 Baker Way Suite 107, 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
South Kitsap High School Port Orchard WA 09/2016 06/2020
Taco Time Nw Port Orchard WA 04/2018 08/2020
Church Of Jesus Christ Of Latter Day Saints Warsaw 08/2020 08/2022
Brigham Young University Provo UT 08/2022 08/2024
Brinks Home Waco TX 01/2024 03/2024
Decisionpoint Financial Mesa AZ 05/2024 Present
  • 09/2016 → 06/2020
    South Kitsap High School
    Port Orchard, WA
  • 04/2018 → 08/2020
    Taco Time Nw
    Port Orchard, WA
  • 08/2020 → 08/2022
    Church Of Jesus Christ Of Latter Day Saints
    Warsaw
  • 08/2022 → 08/2024
    Brigham Young University
    Provo, UT
  • 01/2024 → 03/2024
    Brinks Home
    Waco, TX
  • 05/2024 → Present
    Decisionpoint Financial
    Mesa, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-26
  • S65 Uniform Investment Adviser Law Examination
    2025-06-26

View on SEC IAPD

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