P•••••• E•••• C•••••••••: person on the private equity graph

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current organization: Clearpath Wealth Management, LLC
Title: President/Managing Member/Chief Compliance Officer
Current roles: 1
Past roles: 0
Attributed transactions: 0
Confirmed attributions: 0
Board seats: 0

Relationships

Employs (1)

← Clearpath Wealth Management, LLCFirmPresident/Managing Member/Chief Compliance Officer
Dec 1, 2007 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: Private Equity
Canonical id: dfx:pe:26eeafd4-babd-40e2-99d7-6f66b72beb88
First observed: n/a
Last observed: Sep 13, 2026 8 days ago
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.