Best Investors Account Sign in
Current Employers
Decisionpoint Financial, Llc

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

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2024-09-06
  • WA RA
    APPROVED
    Since 2024-09-06

Branch Locations

5727 Baker Way Suite 107, Gig Harbor, WA 98332 • United States

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
Granger High School West Valley City UT 08/2013 05/2017
Unemployed West Valley City UT 05/2017 08/2019
Utah Valley University Orem UT 08/2019 05/2023
The Vanguard Group Scottsdale AZ 05/2023 08/2023
Utah Valley University Orem UT 08/2023 05/2024
Decisionpoint Financial Mesa AZ 05/2024 Present
  • 08/2013 → 05/2017
    Granger High School
    West Valley City, UT
  • 05/2017 → 08/2019
    Unemployed
    West Valley City, UT
  • 08/2019 → 05/2023
    Utah Valley University
    Orem, UT
  • 05/2023 → 08/2023
    The Vanguard Group
    Scottsdale, AZ
  • 08/2023 → 05/2024
    Utah Valley University
    Orem, UT
  • 05/2024 → Present
    Decisionpoint Financial
    Mesa, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-05
  • S65 Uniform Investment Adviser Law Examination
    2024-07-05
Other Names
  • Matt Clawson

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Gig Harbor, WA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor