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RIA / WealthAdvisorChartered Financial Analyst21 years in industry

BRIAN JAMES GLENN

Advisor at PREMIER PATH WEALTH PARTNERS, LLC

MADISON, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0c3f005c-d2b5-340e-2ede-9d7de4ec55a0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:42 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 1
Observed: Nov 11, 2004 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Venture Capitalidentity

Brian J Glenn

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

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

Current firm: PREMIER PATH WEALTH PARTNERS, LLC
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: Nov 4, 2004earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Analyst
Exams: S66
First exam: Nov 4, 2004
First registration: Nov 11, 2004
Dual registered: no
Other names: BRIAN J GLENN
IAPD individual key: 4815067

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
PREMIER PATH WEALTH PARTNERS, LLC	Independent wealth	May 1, 2023	n/a	yes	MADISON, NJ	Current employment
OLCOTT SQUARE INVESTMENT PARTNERS, LLC	n/a	Jan 15, 2019	Mar 12, 2024	no	BERNARDSVILLE, NJ	Previous registration
MERRILL LYNCH INVESTMENT MANAGERS LP	n/a	Nov 11, 2004	Jun 6, 2006	no	PLAINSBORO, NJ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
OLCOTT SQUARE INVESTMENT PARTNERS, LLC	PREMIER PATH WEALTH PARTNERS, LLC	Mar 12, 2024	May 1, 2023	-316	Firm change after gap	Other
MERRILL LYNCH INVESTMENT MANAGERS LP	OLCOTT SQUARE INVESTMENT PARTNERS, LLC	Jun 6, 2006	Jan 15, 2019	4,606	Firm change after gap	Other

Relationships

Registered with (3)

→ PREMIER PATH WEALTH PARTNERS, LLCRegistered adviserregistration: current employment
May 1, 2023 to presentfactForm ADV
→ OLCOTT SQUARE INVESTMENT PARTNERS, LLCRegistered adviserregistration: previous registration
Jan 15, 2019 to Mar 12, 2024factForm ADV
→ MERRILL LYNCH INVESTMENT MANAGERS LPRegistered adviserregistration: previous registration
Nov 11, 2004 to Jun 6, 2006factForm ADV

Dated events

Occurred
Mar 12, 2024
Advisor changed firm
Brian James Glenn left Olcott Square Investment Partners, Llc for Premier Path Wealth Partners, Llc (registered 2023-05-01)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0c3f005c-d2b5-340e-2ede-9d7de4ec55a0
First observed: Nov 11, 2004
Last observed: Sep 14, 2026 5 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.

BRIAN JAMES GLENN

Advisor at PREMIER PATH WEALTH PARTNERS, LLC

MADISON, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0c3f005c-d2b5-340e-2ede-9d7de4ec55a0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:42 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

PREMIER PATH WEALTH PARTNERS, LLC

Independent wealth

May 1, 2023

n/a

yes

MADISON, NJ

Current employment

OLCOTT SQUARE INVESTMENT PARTNERS, LLC

n/a

Jan 15, 2019

Mar 12, 2024

BERNARDSVILLE, NJ

Previous registration

MERRILL LYNCH INVESTMENT MANAGERS LP

n/a

Nov 11, 2004

Jun 6, 2006

PLAINSBORO, NJ

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

OLCOTT SQUARE INVESTMENT PARTNERS, LLC

PREMIER PATH WEALTH PARTNERS, LLC

Mar 12, 2024

May 1, 2023

-316

Firm change after gap

Other

MERRILL LYNCH INVESTMENT MANAGERS LP

OLCOTT SQUARE INVESTMENT PARTNERS, LLC

Jun 6, 2006

Jan 15, 2019

4,606

Firm change after gap

Other