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3280 Bloor Street West, Centre Tower Suite 500, Toronto, On M8X 2X3 • Canada
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-16 |
| AZ | RA | APPROVED | 2020-03-11 |
Branch Locations
3280 Bloor Street West, Centre Tower Suite 500, Toronto, On M8X 2X3 • Canada
14000 N Pima Drive Ste #215, Scottsdale, AZ 85260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Keatsconnelly | Phoenix | IL | 08/2016 | 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-12-30 |
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