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

PATHSTONE

Current firm class

independent wealth managerderived

Book size

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

Industry start

Sep 9, 1997earliest registration or exam on IAPD

Years in industry

29derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Designations

Chartered Financial Analyst

Exams

S63

First exam

Sep 9, 1997

First registration

Jan 3, 2005

Dual registered

no

Other names

CLARK DAVIS

IAPD individual key

2855169

• Occurred

  Jun 5, 2023
  Advisor changed firm

  Clark Burton Davis left Brainard Capital Management Llc for Pathstone (registered 2023-06-16)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f005ba7e-b664-33a2-df7b-29feb7ea5545

First observed

Jan 3, 2005

Last observed

Sep 15, 2026 4 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.