Mathew Lapointe

950 Tower Lane Suite 1800, Foster City, CA 94404 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-07-16

Branch Locations

950 Tower Lane Suite 1800, Foster City, CA 94404 • United States

525 Market Street 34Th Floor, San Francisco, CA 94105 • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	New York	NY	05/2019	07/2024
Wade Financial Advisory, Inc.	Campbell	CA	11/2017	05/2019
Cambridge Associates	Arlington	VA	07/2016	11/2017
Cambridge Associates	Arlington	VA	08/2016	07/2017
Syufy Enterprises	San Rafael	CA	08/2024	06/2026
Ieq Capital, Llc	San Francisco	CA	06/2026	Present

05/2019 → 07/2024

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY
11/2017 → 05/2019

Wade Financial Advisory, Inc.

Campbell, CA
07/2016 → 11/2017

Cambridge Associates

Arlington, VA
08/2016 → 07/2017

Cambridge Associates

Arlington, VA
08/2024 → 06/2026

Syufy Enterprises

San Rafael, CA
06/2026 → Present

Ieq Capital, Llc

San Francisco, CA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-04-15

Other Firms