|
|
|
|
Issued to:
|
|
DecisionPoint Financial
|
|
|
|
which has demonstrated its conformity to all Practices for:
|
Investment Advisor Certification
Click to view practices
|
|
for the following Program:
|
|
Fiduciary fee only investment management, wealth management and retirement plan services, serving as an ERISA 3(21) and ERISA 3(38) Investment Manager on qualified plans, specializing in governmental 457(b) deferred compensation plans.
|
|
Date of Current Registration:
|
2018.10.30
|
|
Date of Initial Registration:
|
2018.10.30
|
|
CEFEX file:
|
CFX10644
|
|
|
|
On behalf of the CEFEX Registration Committee
|
|
|
David Vriesenga
Chief Registration Officer
|
|