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Richmond, VA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-02-17 |
| VA | RA | APPROVED | 2026-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital One, N.A. | Richmond | VA | 11/2019 | 10/2023 |
| Iconma, Llc | Richmond | VA | 12/2018 | 11/2019 |
| Pyramid Consulting, Llc | Richmond | VA | 06/2008 | 12/2018 |
| Money Concepts Capital Corp. | Palm Beach Gardens | FL | 01/2022 | 01/2023 |
| Rocket Mortgage, Llc | Detroit | MI | 02/2022 | 06/2024 |
| Fifth Pointe Wealth Advisors, Llc | Richmond | VA | 04/2023 | Present |
| Dexian, Llc | Mclean | VA | 03/2024 | Present |
Fifth Pointe Financial LLC; none investment related; PO BOX 26246, Richmond, VA 23260; P&C insurance, Health Insurance; Owner; 05/2017; accounts for approximately 25% of time; advising and selling P&C and health insurance related products;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-19 |
| S63 | Uniform Securities Agent State Law Examination | 2020-12-22 |
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