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RIA / WealthAdvisorCertified Financial Planner19 years in industry

JOHN E EHRENFELD

Advisor at YOUR PATH WEALTH MANAGEMENT

BLOOMINGTON, MN

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:c8cd047d-1b68-ff55-41f7-a75936af8e25

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jun 30, 2008 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: YOUR PATH WEALTH MANAGEMENT
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 13, 2006earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Oct 13, 2006
First registration: Jun 30, 2008
Dual registered: no
IAPD individual key: 5167019

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
YOUR PATH WEALTH MANAGEMENT	State registered	May 6, 2026	n/a	yes	BLOOMINGTON, MN	Current employment
CX INSTITUTIONAL, LLC	Independent wealth	Dec 13, 2024	Nov 21, 2025	no	Bloomington, MN\|AUBURN, IN	Previous registration
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Bd affiliated wealth	Oct 27, 2017	May 20, 2021	no	Ednia, MN	Previous registration
SII INVESTMENTS, INC.	Former SEC adviser	Sep 19, 2012	Oct 27, 2017	no	EDINA, MN	Previous registration
SIGNATOR INVESTORS, INC.	Former SEC adviser	Jun 30, 2008	Apr 23, 2012	no	MAPLE GROVE, MN	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
CX INSTITUTIONAL, LLC	YOUR PATH WEALTH MANAGEMENT	Nov 21, 2025	May 6, 2026	166	Firm change	RIA to state RIA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	CX INSTITUTIONAL, LLC	May 20, 2021	Dec 13, 2024	1,303	Firm change after gap	Ibd to RIA
SII INVESTMENTS, INC.	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Oct 27, 2017	Oct 27, 2017	0	Firm change	Other
SIGNATOR INVESTORS, INC.	SII INVESTMENTS, INC.	Apr 23, 2012	Sep 19, 2012	149	Firm change	Other

Team moves

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

Team	Left	Joined	From	Kind
2225:134139:MN:2017-10-27	Oct 27, 2017	Oct 27, 2017	EDINA, MN	Firm change

Relationships

Registered with (5)

→ YOUR PATH WEALTH MANAGEMENTRegistered adviserregistration: current employment
May 6, 2026 to presentfactForm ADV
→ CX INSTITUTIONAL, LLCRegistered adviserregistration: previous registration
Dec 13, 2024 to Nov 21, 2025factForm ADV
→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: previous registration
Oct 27, 2017 to May 20, 2021factForm ADV
→ SII INVESTMENTS, INC.Registered adviserregistration: previous registration
Sep 19, 2012 to Oct 27, 2017factForm ADV
→ SIGNATOR INVESTORS, INC.Registered adviserregistration: previous registration
Jun 30, 2008 to Apr 23, 2012factForm ADV

Dated events

Occurred
Nov 21, 2025
Advisor changed firm
John E Ehrenfeld left Cx Institutional, Llc for Your Path Wealth Management (registered 2026-05-06)
Form ADVobserved 4 days ago