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Advisor at YOUR PATH FI
WEST CHESTER, PA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| YOUR PATH FI | State registered | Jun 27, 2023 | n/a | yes | WEST CHESTER, PA | Current employment |
| SMARTPATH ADVISORS | No RAUM reported | Apr 5, 2024 | May 29, 2024 | no | ATLANTA, GA|Clifton Heights, PA | Previous registration |
| Nectarine | No RAUM reported | Apr 3, 2024 | Apr 14, 2025 | no | SAN DIEGO, CA|Clifton Heights, PA | Previous registration |
| ORIGIN INVESTMENT ADVISORY LLC | Independent wealth | Jun 24, 2022 | Aug 7, 2023 | no | SARASOTA, FL|Clifton Heights, PA | Previous registration |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Jan 29, 2021 | Jun 22, 2022 | no | KING OF PRUSSIA, PA | Previous registration |
| RADNOR FINANCIAL ADVISORS, LLC | Former SEC adviser | Feb 2, 2018 | Nov 13, 2020 | no | WAYNE, PA | Previous registration |
| MYCIO WEALTH PARTNERS, LLC | Independent wealth | Feb 23, 2017 | Oct 11, 2017 | no | PHILADELPHIA, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| Nectarine | SMARTPATH ADVISORS | Apr 14, 2025 | Apr 5, 2024 | -374 | Firm change after gap | Other |
| SMARTPATH ADVISORS | n/a | May 29, 2024 | n/a | n/a | Departure no registered destination | Departure |
| ORIGIN INVESTMENT ADVISORY LLC | YOUR PATH FI | Aug 7, 2023 | Jun 27, 2023 | -41 | Firm change after gap | RIA to state RIA |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | ORIGIN INVESTMENT ADVISORY LLC | Jun 22, 2022 | Jun 24, 2022 | 2 | Firm change | Ibd to RIA |
| RADNOR FINANCIAL ADVISORS, LLC | FIDELITY PERSONAL AND WORKPLACE ADVISORS | Nov 13, 2020 | Jan 29, 2021 | 77 | Firm change | RIA to ibd |
| MYCIO WEALTH PARTNERS, LLC | RADNOR FINANCIAL ADVISORS, LLC | Oct 11, 2017 | Feb 2, 2018 | 114 | Firm change | Other |