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

PATHFINDER PLANNING AND INVESTMENTS

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

Mar 20, 2003earliest registration or exam on IAPD

Years in industry

23derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S65

First exam

Mar 20, 2003

First registration

Apr 29, 2003

Dual registered

no

Other names

JILL MARIE PRICE

IAPD individual key

4656851

• Occurred

  Aug 20, 2026
  Advisor changed firm

  Jill Marie Tripp left Core Planning for Pathfinder Planning And Investments (registered 2026-06-12)

  Form ADVobserved 5 days ago
• Occurred

  Aug 22, 2025
  Advisor changed firm

  Jill Marie Tripp left Pathfinder Planning And Investments for Core Planning (registered 2025-04-04)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:6f75159a-4e7e-e569-08e1-6a38ea48e719

First observed

Apr 29, 2003

Last observed

Sep 14, 2026 6 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.