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RIA / WealthAdvisorCertified Financial Planner17 years in industry

CHRISTOPHER CRAIG POLLARD

Advisor at GREAT PATH PLANNING

GOSHEN, NY

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:56 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Mar 6, 2009 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: GREAT PATH PLANNING
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: Dec 19, 2008earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Dec 19, 2008
First registration: Mar 6, 2009
Dual registered: no
IAPD individual key: 5603384

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
GREAT PATH PLANNING	Independent wealth	Oct 7, 2016	n/a	yes	GOSHEN, NY	Current employment
USAA FINANCIAL PLANNING SERVICES	Former SEC adviser	May 7, 2014	Jul 29, 2016	no	HIGHLAND FALLS, NY\|SAN ANTONIO, TX	Previous registration
REGENT WEALTH MANAGEMENT GROUP	Former SEC adviser	Oct 4, 2012	Apr 21, 2014	no	WOODBRIDGE, CT	Previous registration
FIRST COMMAND FINANCIAL PLANNING, INC.	Former SEC adviser	Mar 6, 2009	Sep 14, 2012	no	TYRONE, GA\|COLUMBUS, GA\|TYRONE, GA\|TYRONE, GA\|TYRONE, GA	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
USAA FINANCIAL PLANNING SERVICES	GREAT PATH PLANNING	Jul 29, 2016	Oct 7, 2016	70	Firm change	Other
REGENT WEALTH MANAGEMENT GROUP	USAA FINANCIAL PLANNING SERVICES	Apr 21, 2014	May 7, 2014	16	Firm change	Other
FIRST COMMAND FINANCIAL PLANNING, INC.	REGENT WEALTH MANAGEMENT GROUP	Sep 14, 2012	Oct 4, 2012	20	Firm change	Other

Relationships

Registered with (4)

→ GREAT PATH PLANNINGRegistered adviserregistration: current employment
Oct 7, 2016 to presentfactForm ADV
→ USAA FINANCIAL PLANNING SERVICESRegistered adviserregistration: previous registration
May 7, 2014 to Jul 29, 2016factForm ADV
→ REGENT WEALTH MANAGEMENT GROUPRegistered adviserregistration: previous registration
Oct 4, 2012 to Apr 21, 2014factForm ADV
→ FIRST COMMAND FINANCIAL PLANNING, INC.Registered adviserregistration: previous registration
Mar 6, 2009 to Sep 14, 2012factForm ADV

Dated events

No dated event names this entity yet.