Partner & Chief Compliance Officer

0001938514-23-000003.txt : 20230926 0001938514-23-000003.hdr.sgml : 20230926 20230926134312 ACCESSION NUMBER: 0001938514-23-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230926 DATE AS OF CHANGE: 20230926 EFFECTIVENESS DATE: 20230926 FILER: COMPANY DATA: COMPANY CONFORMED NAME: DecisionPoint Financial, LLC CENTRAL INDEX KEY: 0001938514 IRS NUMBER: 825516995 STATE OF INCORPORATION: AZ FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23389 FILM NUMBER: 231279687 BUSINESS ADDRESS: STREET 1: 2812 N. NORWALK STREET 2: SUITE 116 CITY: MESA STATE: AZ ZIP: 85215 BUSINESS PHONE: 480-553-6249 MAIL ADDRESS: STREET 1: 2812 N. NORWALK STREET 2: SUITE 116 CITY: MESA STATE: AZ ZIP: 85215 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001938514 XXXXXXXX 03-31-2023 03-31-2023 DecisionPoint Financial, LLC

2812 N. NORWALK SUITE 116 MESA AZ 85215

13F HOLDINGS REPORT 028-23389 000296988 801-113384 N CJ Harrison Partner & Chief Compliance Officer 480-553-6249 CJ Harrison Mesa AZ 09-26-2023 0 197 173055777 false INFORMATION TABLE 2 dp1q23.xml ABB LTD SPONSORED ADR 000375204 3293 96 SH SOLE 0 0 96 ABBOTT LABS COM 002824100 6177 61 SH SOLE 0 0 61 ABBVIE INC COM 00287Y109 5578 35 SH SOLE 0 0 35 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 14291 50 SH SOLE 0 0 50 ADOBE SYSTEMS INCORPORATED COM 00724F101 30445 79 SH SOLE 0 0 79 AIR PRODS & CHEMS INC COM 009158106 5457 19 SH SOLE 0 0 19 ALPHABET INC CAP STK CL A 02079K305 58089 560 SH SOLE 0 0 560 ALPHABET INC CAP STK CL C 02079K107 87360 840 SH SOLE 0 0 840 ALTITUDE ACQUISITION CORP W EXP 11/30/202 02156Y111 1 10 SH SOLE 0 0 10 AMAZON COM INC COM 023135106 113619 1100 SH SOLE 0 0 1100 AMERICAN EXPRESS CO COM 025816109 45362 275 SH SOLE 0 0 275 AMERICAN TOWER CORP NEW COM 03027X100 10217 50 SH SOLE 0 0 50 AON PLC SHS CL A G0403H108 1577 5 SH SOLE 0 0 5 APPLE INC COM 037833100 1437538 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