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Curtis John Harrison

Decisionpoint Financial, LLC

Mesa, AZ

CRD 6308250

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Employer firm

Decisionpoint Financial, LLC CRD 296988

$1.22B regulatory AUM 10 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

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

Current Employers
Decisionpoint Financial, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-11-30
WA RA APPROVED 2019-05-13
AZ RA APPROVED 2018-06-12
  • TX RA
    APPROVED
    Since 2021-11-30
  • WA RA
    APPROVED
    Since 2019-05-13
  • AZ RA
    APPROVED
    Since 2018-06-12

Branch Locations

2443 N Greenfield Rd. Suite 217, Mesa, AZ 85215 • 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
Arista Wealth Management, Llc Mesa AZ 01/2015 06/2018
Decisionpoint Financial, Llc Mesa AZ 06/2018 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-04-06
  • S65 Uniform Investment Adviser Law Examination
    2015-04-06
Designations
  • Certified Financial Planner

View on SEC IAPD

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