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.

Current firm

SMARTPATH ADVISORS

Current firm class

no raum reportedderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jan 1, 2010earliest registration or exam on IAPD

Years in industry

16derivedfrom the industry start date

Years at current firm

7derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Exams

S65

First exam

Dec 17, 2018

First registration

Sep 16, 2011

Dual registered

no

IAPD individual key

5920195

Graph

RIA / Wealth Management

Canonical id

dfx:ria:e1b9b295-215e-fa30-3e15-d5eb9a494b06

First observed

Sep 16, 2011

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.