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RIA / WealthAdvisor33 years in industry

RICHARD MARION BLOSSER

Advisor at PATHFINDER WEALTH ADVISORS, LLC

LOS ANGELES, CA

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Search this name across graphsid dfx:ria:a4ab4c20-0896-92a2-b7ad-944d3ec15a94

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:34 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 2
On other graphs: 0
Observed: Jul 8, 1997 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: PATHFINDER WEALTH ADVISORS, LLC
Current firm class: former SEC adviserderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 2, 1992earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Nov 2, 1992
First registration: Jul 8, 1997
Dual registered: no
IAPD individual key: 1676712

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
PATHFINDER WEALTH ADVISORS, LLC	Former SEC adviser	Jan 8, 2026	n/a	yes	LOS ANGELES, CA	Current employment
AXXCESS WEALTH MANAGEMENT, LLC	Independent wealth	Jan 5, 2022	Mar 14, 2023	no	Los Angeles, CA\|CARLSBAD, CA	Previous registration
WEDBUSH SECURITIES INC.	Bd affiliated wealth	Oct 20, 2020	Jun 22, 2021	no	LOS ANGELES, CA\|LOS ANGELES, CA	Previous registration
PATHFINDER WEALTH ADVISORS, LLC	Former SEC adviser	Feb 26, 2020	Dec 31, 2025	no	LOS ANGELES, CA	Previous registration
AXXCESS WEALTH MANAGEMENT, LLC	Independent wealth	Oct 8, 2019	Dec 31, 2021	no	Thousand Oaks, CA\|CARLSBAD, CA	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Nov 27, 2015	Oct 17, 2019	no	WESTLAKE VILLAGE, CA\|LOS ANGELES, CA	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Nov 21, 2008	Dec 8, 2015	no	LOS ANGELES, CA	Previous registration
MORGAN STANLEY & CO. LLC	n/a	Jul 8, 1997	Nov 25, 2008	no	LOS ANGELES, CA\|LOS ANGELES, CA	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
PATHFINDER WEALTH ADVISORS, LLC	WEDBUSH SECURITIES INC.	Dec 31, 2025	Oct 20, 2020	-1,898	Firm change after gap	Other
AXXCESS WEALTH MANAGEMENT, LLC	PATHFINDER WEALTH ADVISORS, LLC	Mar 14, 2023	Jan 8, 2026	1,031	Firm change after gap	Other
AXXCESS WEALTH MANAGEMENT, LLC	PATHFINDER WEALTH ADVISORS, LLC	Dec 31, 2021	Feb 26, 2020	-674	Firm change after gap	Other
WEDBUSH SECURITIES INC.	AXXCESS WEALTH MANAGEMENT, LLC	Jun 22, 2021	Jan 5, 2022	197	Firm change	Ibd to RIA
WELLS FARGO ADVISORS	AXXCESS WEALTH MANAGEMENT, LLC	Oct 17, 2019	Oct 8, 2019	-9	Firm change	Wirehouse to RIA
UBS FINANCIAL SERVICES INC.	WELLS FARGO ADVISORS	Dec 8, 2015	Nov 27, 2015	-11	Firm change	Wirehouse to wirehouse
MORGAN STANLEY & CO. LLC	UBS FINANCIAL SERVICES INC.	Nov 25, 2008	Nov 21, 2008	-4	Bulk transfer	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
8174:19616:CA:2015-12-08	Dec 8, 2015	Nov 27, 2015	LOS ANGELES, CA	Firm change

Relationships

Registered with (6)

→ PATHFINDER WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Feb 26, 2020 to Dec 31, 2025factForm ADV
→ AXXCESS WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jan 5, 2022 to Mar 14, 2023factForm ADV
→ WEDBUSH SECURITIES INC.Registered adviserregistration: previous registration
Oct 20, 2020 to Jun 22, 2021factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Nov 27, 2015 to Oct 17, 2019factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Nov 21, 2008 to Dec 8, 2015factForm ADV
→ MORGAN STANLEY & CO. LLCRegistered adviserregistration: previous registration
Jul 8, 1997 to Nov 25, 2008factForm ADV

Dated events

Occurred
Dec 31, 2025
Advisor changed firm
Richard Marion Blosser left Pathfinder Wealth Advisors, Llc for Wedbush Securities Inc. (registered 2020-10-20)
Form ADVobserved 6 days ago
Occurred
Mar 14, 2023
Advisor changed firm
Richard Marion Blosser left Axxcess Wealth Management, Llc for Pathfinder Wealth Advisors, Llc (registered 2026-01-08)
Form ADVobserved 6 days ago