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3280 Bloor Street West, Centre Tower Suite 500, Toronto, On M8X 2X3 • Canada
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2020-03-11 |
Branch Locations
3280 Bloor Street West, Centre Tower Suite 500, Toronto, On M8X 2X3 • Canada
14000 N Pima Rd Suite 215, Scottsdale, AZ 85260 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Keats, Connelly And Associates, Llc | Phoenix | AZ | 10/2007 | 01/2020 |
| Cardinal Point Wealth Management, Llc | Irvine | CA | 02/2020 | 11/2021 |
| Cardinal Point Capital Management Ulc | Vancouver | 02/2020 | Present | |
| Cardinal Point Wealth Management Partners, Llc | Irvine | CA | 11/2021 | 09/2022 |
1. CARDINAL POINT CAPITAL MANAGEMENT INC.; EXECUTIVE VP CROSS BORDER SERVICES; VANCOUVER, BC, CANADA; INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-11-08 |
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