ZIENTY DONALD MATTHEW appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. ZIENTY DONALD MATTHEW appears on 6 filing roles across Form ADV (6).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | CARDINAL POINT CAPITAL MANAGEMENT, ULC | CHIEF COMPLIANCE OFFICER | TORONTO, ON |
| — | Form ADV | KEATS, CONNELLY & ASSOCIATES, INC | CCO | PHOENIX, AZ |
| — | Form ADV | HOUSEHOLDER GROUP FINANCIAL ADVISORS, LLC | VP OF SUPERVISION AND SALES SUPPORT | SCOTTSDALE, AZ |
| — | Form ADV | THE HOUSEHOLDER GROUP, LLLP | CHIEF COMPLIANCE OFFICER | SCOTTSDALE, AZ |
| — | Form ADV | CARDINAL POINT WEALTH MANAGEMENT, LLC | CHIEF COMPLIANCE OFFICER | IRVINE, CA |
| — | Form ADV | CARDINAL POINT WEALTH MANAGEMENT PARTNERS, LLC | CHIEF COMPLIANCE OFFICER | IRVINE, CA |