DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at COREPATH WEALTH PARTNERS LLC
BEND, OR | SCOTTSDALE, AZ
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 |
|---|---|---|---|---|---|---|
| COREPATH WEALTH PARTNERS LLC | Independent wealth | May 8, 2024 | n/a | yes | BEND, OR|SCOTTSDALE, AZ | Current employment |
| EDWARD JONES | National bd RIA | Mar 5, 2018 | May 10, 2024 | no | Salem, OR|SALEM, OR | Previous registration |
| RBC SECURITIES, INC. | Bd affiliated wealth | Nov 17, 2016 | Jan 16, 2018 | no | LOS ANGELES, CA|LOS ANGELES, CA|Los Angeles, CA | Previous registration |
| RBC ROCHDALE, LLC | Bd affiliated wealth | Jul 5, 2012 | Nov 16, 2016 | no | NEW YORK, NY|BEVERLY HILLS, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EDWARD JONES | COREPATH WEALTH PARTNERS LLC | May 10, 2024 | May 8, 2024 | -2 | Firm change | Ibd to RIA |
| RBC SECURITIES, INC. | EDWARD JONES | Jan 16, 2018 | Mar 5, 2018 | 48 | Firm change | Other |
| RBC ROCHDALE, LLC | RBC SECURITIES, INC. | Nov 16, 2016 | Nov 17, 2016 | 1 | Firm change | Other |