John Bradford Flecke

3280 Bloor Street West, Centre Tower Suite 500, Toronto, On M8X 2X3 • Canada

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-08-29
TX	RA	APPROVED	2025-08-13
AZ	RA	APPROVED	2020-03-11

Branch Locations

14000 North Pima Drive Suite 215, Scottsdale, AZ 85260 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Demarestboston Legal	Boston	MA	03/2016	02/2017
1776 Wealth Architects, Llc	West Palm Beach	FL	09/2016	12/2017
Unemployed	Jupiter	FL	01/2018	06/2018
Keatsconnelly Llc	Phoenix	AZ	07/2018	01/2020
Shepherd Consulting	Jupiter	FL	02/2017	10/2017
Cardinal Point Capital Management, Ulc	Vancouver		02/2020	Present
Cardinal Point Wealth Management, Llc	Irvine	CA	02/2020	11/2021
Cardinal Point Wealth Management Partners, Llc	Irvine	CA	11/2021	09/2022

2021-11-01 → 2022-10-12

Cardinal Point Wealth Management

Irvine, CA

Phoenix, AZ
2020-03-11 → 2021-11-01

Cardinal Point Wealth Management, Llc

Phoenix, AZ

Irvine, CA
2018-07-16 → 2020-01-31

Keats, Connelly & Associates, Inc

Phoenix, AZ
2016-05-18 → 2018-01-20

1776 Wealth Architects, Llc

Stuart, FL
2009-05-29 → 2014-07-08

Keats, Connelly & Associates, Inc

Boynton Beach, FL

Phoenix, AZ
2008-05-22 → 2011-10-21

Cross Border Tax & Accounting, Llc

West Palm Beach, FL
2004-06-28 → 2010-06-23

Keats Connelly And Associates Inc.

West Palm Beach, FL

Phoenix, AZ
2003-07-25 → 2004-02-24

Ameriprise Financial Services, Llc

Williston, VT

Code	Exam	Date
S66	Uniform Combined State Law Examination	2003-07-17