MJ
Matthew Judson Daley
CRD 6505678
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Decisionpoint Financial, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Decisionpoint Financial, Llc
Partner & Senior Financial Planner · 5% – 10% · Oct 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗