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Advisor at RIVERPATH INVESTMENTS LLC
Folsom, CA | EL DORADO HILLS, CA
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 |
|---|---|---|---|---|---|---|
| RIVERPATH INVESTMENTS LLC | Independent wealth | Feb 13, 2024 | n/a | yes | Folsom, CA|EL DORADO HILLS, CA | Current employment |
| ALLWORTH FINANCIAL, L.P. | Bd affiliated wealth | Sep 21, 2023 | Jan 18, 2024 | no | FOLSOM, CA | Previous registration |
| RIDGEVIEW FINANCIAL PLANNING | State registered | Jan 26, 2023 | Aug 14, 2023 | no | SANTA ROSA, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ALLWORTH FINANCIAL, L.P. | RIVERPATH INVESTMENTS LLC | Jan 18, 2024 | Feb 13, 2024 | 26 | Firm change | Ibd to RIA |
| RIDGEVIEW FINANCIAL PLANNING | ALLWORTH FINANCIAL, L.P. | Aug 14, 2023 | Sep 21, 2023 | 38 | Firm change | Other |