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Employer firm

Raven Point Wealth Management, LLC CRD 343835

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars

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

Current Employers
Raven Point Wealth Management, Llc

Brentwood, TN • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2026-08-21
  • TN RA
    APPROVED
    Since 2026-08-21

Branch Locations

Brentwood, TN • United States

Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-23
TN RA APPROVED 2018-01-12
  • TX RA
    APPROVED
    Since 2026-03-23
  • TN RA
    APPROVED
    Since 2018-01-12

Branch Locations

Brentwood, TN • 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
Larson Financial Securities, Llc Nashville TN 07/2014 12/2017
Larson Financial Group, Llc Nashville TN 07/2014 12/2017
Commonwealth Financial Network Waltham MA 01/2018 03/2019
Emerald Spectrum Advisory, Inc Brentwood TN 01/2018 06/2022
Commonwealth Financial Network Waltham MA 03/2019 Present
Raven Point Wealth Management Llc Brentwood TN 06/2022 08/2026
Raven Point Wealth Management Llc Brentwood TN 08/2026 Present
Previous Registrations
Other Businesses

1. Fixed insurance sales; Located at 9013 Carondelet Pl Brentwood, TN 37027, as of 01/02/2018; Approximately 1% Time spent during securities trading hours per month; Conducted at branch location; Investment related. 2. Sales Associate, Nashville Running Company, Located at 1105 Woodland St, Nashville, TN 37206, as of 01/02/2018; Approximately 0% time spent during securities trading hours per month; Not conducted at branch location; Not investment related. 3. President and Owner, Raven Point Wealth Management, LLC, a private entity est. to receive compensation related to securities business; As of 01/01/20; 0% time spent during regular business hours; Conducted at branch; Investment related.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-09-15
  • S66 Uniform Combined State Law Examination
    2011-09-15
Designations
  • Certified Financial Planner

View on SEC IAPD

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