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Raven Point Wealth Management, LLC CRD 343835
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Brentwood, TN • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-08-21 |
Branch Locations
275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-23 |
| TN | RA | APPROVED | 2018-01-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-09-15 |
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