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Advisor at CARDINAL POINT WEALTH MANAGEMENT
TORONTO, ON | New York, NY
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| CARDINAL POINT WEALTH MANAGEMENT | Independent wealth | Apr 14, 2022 | n/a | yes | TORONTO, ON|New York, NY | Current employment |
| CARDINAL POINT WEALTH MANAGEMENT | Former SEC adviser | Apr 14, 2022 | Oct 12, 2022 | no | Toronto | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CARDINAL POINT WEALTH MANAGEMENT | CARDINAL POINT WEALTH MANAGEMENT | Oct 12, 2022 | Apr 14, 2022 | -181 | Channel change | RIA to RIA |