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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2022-10-05 |
Branch Locations
8925 E Pima Center Parkway Suite 135, Scottsdale, AZ 85258 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blackrock | San Francisco | CA | 04/2013 | Present |
| Five Point Wealth Advisors | Scottsdale | AZ | 09/2022 | 01/2023 |
| Commonwealth Financial Network | Waltham | MA | 09/2022 | 01/2023 |
| Commonwealth Financial Network | Waltham | MA | 01/2023 | Present |
| Five Point Wealth Advisors | Scottsdale | AZ | 01/2023 | Present |
1. Owner, Saving Cents, Inc.; a private entity established to facilitate securities, advisory, and insurance business; as of 01/01/2024; 100% of time spent during business hours; Conducted at branch; Investment related. 2. Fixed insurance sales; as of 11/05/2025; 1% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-05-23 |
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