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 1, 2003earliest registration or exam on IAPD

Years in industry

23derivedfrom the industry start date

Years at current firm

8derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Designations

Certified Financial Planner|Chartered Financial Analyst

Exams

S63

First exam

Aug 1, 2003

First registration

Mar 9, 2012

Dual registered

no

Other names

MATT J CARVALHO

IAPD individual key

4669730

• Occurred

  Oct 12, 2022
  Advisor departed, no destination yet

  Matthew J Carvalho no longer registered at Cardinal Point Wealth Management; no later IA registration on IAPD

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:e863643c-47dc-4197-e275-131586f9906c

First observed

Mar 9, 2012

Last observed

Sep 15, 2026 4 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.