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

CORIENT

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, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Chartered Financial Analyst

Exams

S65

First exam

Dec 7, 2017

First registration

Dec 8, 2017

Dual registered

no

IAPD individual key

6279731

• Occurred

  Feb 10, 2026
  Advisor changed firm

  Simon Andrew Tryzna left Palo Alto Wealth Advisors, Llc for Corient (registered 2026-01-20)

  Form ADVobserved 4 days ago
• Occurred

  May 20, 2022
  Advisor changed firm

  Simon Andrew Tryzna left Clearpath Capital Partners Llc for Palo Alto Wealth Advisors, Llc (registered 2022-02-23)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:6e7239f9-a2ec-57e6-9bcd-10c5c71f6a30

First observed

Dec 8, 2017

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.