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Advisor at TRUE PATH FINANCIAL LLC
SARASOTA, FL
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 |
|---|---|---|---|---|---|---|
| TRUE PATH FINANCIAL LLC | State registered | Mar 31, 2026 | n/a | yes | SARASOTA, FL | Current employment |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Bd affiliated wealth | Aug 24, 2021 | Mar 27, 2026 | no | Osprey, FL|Austin, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | TRUE PATH FINANCIAL LLC | Mar 27, 2026 | Mar 31, 2026 | 4 | Firm change | Ibd to state RIA |