MATTHEW J CARVALHO is an investment adviser representative (IAR) with state registration records since 2012, appearing at 4 firms. Currently registered with CARDINAL POINT CAPITAL MANAGEMENT, ULC.
| Firm | From | To | Current |
|---|---|---|---|
| CARDINAL POINT WEALTH MANAGEMENT | 2021-11-01 | 2022-10-12 | — |
| CARDINAL POINT CAPITAL MANAGEMENT, ULC | 2018-07-12 | present | Yes |
| CARDINAL POINT WEALTH MANAGEMENT, LLC | 2018-05-30 | 2021-11-01 | — |
| LWI FINANCIAL INC. | 2012-03-09 | 2018-04-16 | — |