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Gilbert, AZ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-01-08 |
| NJ | RA | APPROVED | 2025-12-26 |
| FL | RA | APPROVED | 2025-12-12 |
| TX | RA | APPROVED_RES | 2025-11-23 |
Branch Locations
2487 S. Gilbert Road 106-618, Gilbert, AZ 85295 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cardinal Point Capital Management Inc | Vancouver, Bc | 08/2014 | 05/2022 | |
| Cardinal Point Wealth Management Inc | Vancouver, Bc | 08/2014 | 12/2021 | |
| Cardinal Point Wealth Management Partners, Llc | Irvine | CA | 11/2021 | 05/2022 |
| Ernst & Young | Montvale | NJ | 01/2023 | 03/2023 |
| Cardinal Point Capital Management, Ulc | Irvine | CA | 04/2023 | 06/2025 |
| Unemployed | Montvale | NJ | 06/2022 | 12/2022 |
| Unemployed | Montvale | NJ | 07/2025 | 10/2025 |
| Transition Financial Advisors Group, Llc | Montvale | NJ | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-31 |
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