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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant28 years in industry

RACHELE SOLOMAE BOUCHAND

Advisor at PATHSTONE

BELLEVUE, WA | ENGLEWOOD, NJ

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Search this name across graphsid dfx:ria:44ec7404-2846-60ed-8e44-b94d71c7611f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: May 24, 2000 to Sep 14, 2026

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 firm: PATHSTONE
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 28, 1997earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner|Chartered Financial Consultant
Exams: S66
First exam: Nov 28, 1997
First registration: May 24, 2000
Dual registered: no
Other names: RACHELE S CAWARING|RACHELE SOLOMAE CAWARING
IAPD individual key: 2951322

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
Pathstone	Independent wealth	Oct 15, 2020	n/a	yes	ENGLEWOOD, NJ\|BELLEVUE, WA	Current employment
CORNERSTONE ADVISORS INC	Former SEC adviser	May 2, 2018	Sep 30, 2020	no	BELLEVUE, WA	Previous registration
CLARK NUBER WEALTH MANAGEMENT	State registered	Dec 11, 2015	Jul 18, 2016	no	BELLEVUE, WA	Previous registration
CAWARING FINANCIAL PLANNING, LLC	n/a	Jan 3, 2007	Dec 31, 2010	no	BELLEVUE, WA	Previous registration
MERRIMAN, LLC	Former SEC adviser	Dec 12, 2003	Mar 21, 2006	no	SEATTLE, WA	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	May 24, 2000	Nov 24, 2003	no	BELLEVUE, WA	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
CORNERSTONE ADVISORS INC	Pathstone	Sep 30, 2020	Oct 15, 2020	15	Bulk transfer	RIA to RIA
CLARK NUBER WEALTH MANAGEMENT	CORNERSTONE ADVISORS INC	Jul 18, 2016	May 2, 2018	653	Firm change after gap	Other
CAWARING FINANCIAL PLANNING, LLC	CLARK NUBER WEALTH MANAGEMENT	Dec 31, 2010	Dec 11, 2015	1,806	Firm change after gap	Other
MERRIMAN, LLC	CAWARING FINANCIAL PLANNING, LLC	Mar 21, 2006	Jan 3, 2007	288	Firm change	Other
CHARLES SCHWAB & CO., INC.	MERRIMAN, LLC	Nov 24, 2003	Dec 12, 2003	18	Firm change	Other

Relationships

Registered with (6)

→ PATHSTONERegistered adviserregistration: current employment
Oct 15, 2020 to presentfactForm ADV
→ CORNERSTONE ADVISORS INCRegistered adviserregistration: previous registration
May 2, 2018 to Sep 30, 2020factForm ADV
→ CLARK NUBER WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Dec 11, 2015 to Jul 18, 2016factForm ADV
→ CAWARING FINANCIAL PLANNING, LLCRegistered adviserregistration: previous registration
Jan 3, 2007 to Dec 31, 2010factForm ADV
→ MERRIMAN, LLCRegistered adviserregistration: previous registration
Dec 12, 2003 to Mar 21, 2006factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
May 24, 2000 to Nov 24, 2003factForm ADV

Dated events

No dated event names this entity yet.