Matthew J Carvalho

Current Employers

Cardinal Point Wealth Management

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2018-07-12

CA RA
APPROVED

Since 2018-07-12

Branch Locations

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

Carlsbad, CA • United States

Disclosures

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

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Loring Ward Securities Inc.	San Jose	CA	12/2009	04/2018
Cardinal Point Wealth Management, Llc	Irvine	CA	05/2018	11/2021
Cardinal Point Capital Management, Ulc	Toronto		05/2018	Present
Cardinal Point Wealth Management Partners, Llc	Irvine	CA	11/2021	09/2022

12/2009 → 04/2018

Loring Ward Securities Inc.

San Jose, CA
05/2018 → 11/2021

Cardinal Point Wealth Management, Llc

Irvine, CA
05/2018 → Present

Cardinal Point Capital Management, Ulc

Toronto
11/2021 → 09/2022

Cardinal Point Wealth Management Partners, Llc

Irvine, CA

Previous Registrations

2021-11-01 → 2022-10-12

Cardinal Point Wealth Management

Irvine, CA
2018-05-30 → 2021-11-01

Cardinal Point Wealth Management, Llc

Irvine, CA
2012-03-09 → 2018-04-16

Lwi Financial Inc.

San Jose, CA

Other Businesses

Cardinal Point Wealth Management, LLC; CIO & IAR; Irvine, CA; Investment Related. Cardinal Point Capital Management, Inc; CIO; Irvine, CA; Investment Related.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2003-08-01

S63 Uniform Securities Agent State Law Examination

2003-08-01

Designations

Other Names

Matt J Carvalho

View on SEC IAPD