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Kortney Michele Bamrick

Decisionpoint Financial, LLC

Mesa, AZ

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Current Employers
Decisionpoint Financial, Llc

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2023-11-03
  • AZ RA
    APPROVED
    Since 2023-11-03

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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 04/2018 06/2022
State Farm Tempe AZ 09/2017 04/2018
Carvana Tempe AZ 06/2016 09/2017
Bank Of America, N.A. Chandler AZ 05/2018 06/2022
Charles Schwab & Co Inc Gilbert AZ 07/2022 08/2023
Decisionpoint Financial, Llc Mesa AZ 08/2023 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-08-21
  • S66 Uniform Combined State Law Examination
    2018-08-21
Other Names
  • Kortney Kudela
  • Kortney M Kudela
  • Kortney Ortiz
  • Kortney Michele Kudela

View on SEC IAPD

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