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RIA / WealthAdvisorChartered Financial Analyst21 years in industry

TIMOTHY PATRICK DEVLIN

Advisor at PATHSTONE

ENGLEWOOD, NJ | Providence, RI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8e9d1ef0-a396-02e4-69fa-0adf1cd7694a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:27 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 1
Observed: Feb 18, 2005 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Timothy Patrick Devlin

same person, same CRD on Schedule A · confidence 95% · family precision 100%

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 18, 2004earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Analyst
Exams: S65
First exam: Nov 18, 2004
First registration: Feb 18, 2005
Dual registered: no
Other names: Tim Devlin
IAPD individual key: 2950660

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	Dec 17, 2025	n/a	yes	ENGLEWOOD, NJ\|Providence, RI	Current employment
BOSTON PRIVATE VALUE INVESTORS, INC.	n/a	Feb 18, 2005	Jan 2, 2008	no	BOSTON, MA	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
BOSTON PRIVATE VALUE INVESTORS, INC.	Pathstone	Jan 2, 2008	Dec 17, 2025	6,559	Firm change after gap	Other

Relationships

Registered with (2)

→ PATHSTONERegistered adviserregistration: current employment
Dec 17, 2025 to presentfactForm ADV
→ BOSTON PRIVATE VALUE INVESTORS, INC.Registered adviserregistration: previous registration
Feb 18, 2005 to Jan 2, 2008factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8e9d1ef0-a396-02e4-69fa-0adf1cd7694a
First observed: Feb 18, 2005
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.

TIMOTHY PATRICK DEVLIN

Advisor at PATHSTONE

ENGLEWOOD, NJ | Providence, RI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8e9d1ef0-a396-02e4-69fa-0adf1cd7694a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:27 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

Pathstone

Independent wealth

Dec 17, 2025

n/a

yes

ENGLEWOOD, NJ|Providence, RI

Current employment

BOSTON PRIVATE VALUE INVESTORS, INC.

n/a

Feb 18, 2005

Jan 2, 2008

BOSTON, MA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

BOSTON PRIVATE VALUE INVESTORS, INC.

Pathstone

Jan 2, 2008

Dec 17, 2025

6,559

Firm change after gap

Other