Henry Wong

Current Employers

Juncture Wealth Strategies, Llc

8777 E. Via De Ventura Suite 120, Scottsdale, AZ 85258 • United States

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2021-11-19

AZ RA
APPROVED

Since 2021-11-19

Branch Locations

Naperville, IL • United States

Disclosures

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.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination Yes

Employment History

Organization	City	State	From	To
Catalina Investments	Tucson	AZ	09/2013	10/2020
Centaurus Financial, Inc.	Anaheim	CA	01/2014	10/2020
United Planners' Financial Services Of America A Limited Partner	Scottsdale	AZ	10/2020	08/2021
Juncture Wealth Advisors	Scottsdale	AZ	10/2020	08/2021
Friendly 401K	Naperville	IL	01/2019	10/2023
Disruptive Money Management With Henry Wong	Naperville	IL	06/2020	Present
Juncture 401K	Naperville	IL	12/2020	Present
Juncture Retirement Plan Services	Naperville	IL	12/2020	Present
Henry Wong	Naperville	IL	10/2020	Present
Juncture Wealth Advisors	Oro Valley	AZ	10/2020	08/2021
Juncture Wealth Strategies	Naperville	IL	08/2021	Present
Juncture Wealth Strategies	Naperville	IL	08/2021	Present

09/2013 → 10/2020

Catalina Investments

Tucson, AZ
01/2014 → 10/2020

Centaurus Financial, Inc.

Anaheim, CA
10/2020 → 08/2021

United Planners' Financial Services Of America A Limited Partner

Scottsdale, AZ
10/2020 → 08/2021

Juncture Wealth Advisors

Scottsdale, AZ
01/2019 → 10/2023

Friendly 401K

Naperville, IL
06/2020 → Present

Disruptive Money Management With Henry Wong

Naperville, IL
12/2020 → Present

Juncture 401K

Naperville, IL
12/2020 → Present

Juncture Retirement Plan Services

Naperville, IL
10/2020 → Present

Henry Wong

Naperville, IL
10/2020 → 08/2021

Juncture Wealth Advisors

Oro Valley, AZ
08/2021 → Present

Juncture Wealth Strategies

Naperville, IL
08/2021 → Present

Juncture Wealth Strategies

Naperville, IL

Previous Registrations

2020-10-26 → 2022-06-15

Juncture Wealth Advisors, Llc

Phoenix, AZ
2016-09-28 → 2020-11-04

Centaurus Financial, Inc.

Tucson, AZ

Other Businesses

1.)JUNCTURE WEALTH ADVISORS - Senior Wealth Advisor - Registered Investment Advisor - Oro Valley, AZ - Since 10/2020 - INVESTMENT RELATED 2.)DISRUPTIVE MONEY MANAGEMENT WITH HENRY WONG - DBA Name for Marketing Purposes Only - Oro Valley, AZ - Since 6/2020 - INVESTMENT RELATED 3.)JUNCTURE 401K - Managing Director - DBA Name for Marketing Purposes Only - Oro Valley, AZ - Since 12/2020 - INVESTMENT RELATED 4.)JUNCTURE RETIREMENT PLAN SERVICES - DBA Name for Marketing Purposes Only - Oro Valley, AZ - Since 12/2020 - INVESTMENT RELATED 5.)HENRY WONG - Insurance Licensed Agent - Non-Variable Insurance - Oro Valley, AZ - Since 10/2020 - INVESTMENT RELATED

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2016-09-19

S66 Uniform Combined State Law Examination

2016-09-19

View on SEC IAPD