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Advisor at OCEAN PATH ADVISORS, LLC
MANHATTAN BEACH, CA | PLEASANT GROVE, UT
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 |
|---|---|---|---|---|---|---|
| OCEAN PATH ADVISORS, LLC | Independent wealth | Apr 29, 2026 | n/a | yes | PLEASANT GROVE, UT|MANHATTAN BEACH, CA | Current employment |
| OCEAN PATH ADVISORS, LLC | Independent wealth | Feb 10, 2026 | Feb 17, 2026 | no | MANHATTAN BEACH, CA|PLEASANT GROVE, UT | Previous registration |
| MARINER INDEPENDENT | Independent wealth | Sep 30, 2025 | May 1, 2026 | no | Orem, UT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MARINER INDEPENDENT | OCEAN PATH ADVISORS, LLC | May 1, 2026 | Feb 10, 2026 | -80 | Firm change after gap | RIA to new firm |