This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

CARDINAL POINT WEALTH MANAGEMENT

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Aug 16, 2010earliest registration or exam on IAPD

Years in industry

16derivedfrom the industry start date

Years at current firm

8derivedfrom the current registration's begin date

Prior firms

4

Current registrations

1

Registered states

3

Designations

Certified Financial Planner

Exams

S66

First exam

Aug 16, 2010

First registration

Aug 17, 2010

Dual registered

no

IAPD individual key

5730730

• Occurred

  Oct 12, 2022
  Advisor departed, no destination yet

  Jeffrey Alan Adema no longer registered at Cardinal Point Wealth Management; no later IA registration on IAPD

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:9211391f-7ef7-ed26-70bf-730300bd9b99

First observed

Aug 17, 2010

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.