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

PATHWAY FINANCIAL SOLUTIONS, INC.

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

Jul 1, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Exams

S66|S63

First exam

Jan 23, 2014

First registration

Feb 4, 2020

Dual registered

yes, broker-dealer

IAPD individual key

6224173

• Occurred

  Mar 13, 2026
  Advisor changed firm

  Jordan Dale Webb left Ofg Financial Services, Inc. for Pathway Financial Solutions, Inc. (registered 2026-03-13)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:17ed050e-509e-2dba-5340-fa700e620719

First observed

Feb 4, 2020

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.