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Advisor at PATHWAY PARTNERS WEALTH ADVISORS, LLC
AMHERST, NY
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 |
|---|---|---|---|---|---|---|
| PATHWAY PARTNERS WEALTH ADVISORS, LLC | Independent wealth | Jan 6, 2023 | n/a | yes | AMHERST, NY | Current employment |
| AMERICAN PORTFOLIOS ADVISORS, INC | Former SEC adviser | Dec 6, 2022 | Jan 3, 2023 | no | HOLBROOK, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AMERICAN PORTFOLIOS ADVISORS, INC | PATHWAY PARTNERS WEALTH ADVISORS, LLC | Jan 3, 2023 | Jan 6, 2023 | 3 | Firm change | Ibd to RIA |