Principal and President

0001647387-20-000001.txt : 20200206 0001647387-20-000001.hdr.sgml : 20200206 20200206122841 ACCESSION NUMBER: 0001647387-20-000001 CONFORMED SUBMISSION TYPE: MA-A PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200113 DATE AS OF CHANGE: 20200206 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Hedge Point Financial, LLC CENTRAL INDEX KEY: 0001647387 IRS NUMBER: 474416955 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: MA-A SEC ACT: 1934 Act SEC FILE NUMBER: 867-01843 FILM NUMBER: 20581937 BUSINESS ADDRESS: STREET 1: 684 ROCK OAK ROAD CITY: WALNUT CREEK STATE: CA ZIP: 94598 BUSINESS PHONE: 925-391-8100 MAIL ADDRESS: STREET 1: 2977 YGNACIO VALLEY ROAD STREET 2: SUITE 444 CITY: WALNUT CREEK STATE: CA ZIP: 94598 MA-A 1 primary_doc.xml MA-A 0001647387 XXXXXXXX Joseph Momich 9253918100 jmomich@hedgepointfinancial.com ggreen@alternativereg.com jmomich@hedgepointfinancial.com 12-31-2019 Y Hedge Point Financial, LLC 47-4416955 867-01843 925-391-8100 925-391-8101 Add 2855 Mitchell Drive Suite 102 WALNUT CREEK CA 94598 925-391-8100 925-391-8101 Y 2872 Ygnacio Valley Road Suite 444 WALNUT CREEK CA 94598 Joseph NMN Momich Principal and President

2855 Mitchell Drive Suite 102 WALNUT CREEK CA 94598

925-391-8100 925-391-8101 jmomich@hedgepointfinancial.com Add Hedge Point Financial, LLC 2855 Mitchell Drive Suite 102 WALNUT CREEK CA 94598 925-391-8100 925-391-8101 Client files, including other books and records. The Principal office address indicated in item 1 E is the address of the Limited Liability Company. December CA 07-01-2015 N 1 1 0 0 0 1 Non-profit organizations Corporations or other businesses 0 0 0 Not Applicable Fixed Fees Contingent Fees Not Applicable Advice Use Of MD Advice On Selection Y Y Non-Municipal Debt and Derivative Advisory. N 0 N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N Y N Joseph NMN Momich Principal and President 07-01-2015 E Y 000000000 Joseph NMN Momich CCO 07-08-2015 E Y 000000000 Joseph NMN Momich Principal and President 07-01-2015 E Y 000000000 Joseph NMN Momich CCO 07-08-2015 E Y 000000000 Joseph Momich Joseph Momich President 01-13-2020 N N N N N N N Y Y N Y N N N N N N N N N N