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

OCEAN PATH ADVISORS, LLC

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

Oct 1, 2014earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S65

First exam

Jun 23, 2022

First registration

Jun 23, 2022

Dual registered

no

Other names

Riley van Velthuyzen

IAPD individual key

7536298

• Occurred

  May 1, 2026
  Advisor changed firm

  Riley Jameson Van Velthuyzen left Mariner Independent for Ocean Path Advisors, Llc (registered 2026-04-30)

  Form ADVobserved 5 days ago
• Occurred

  Feb 18, 2026
  Advisor changed firm

  Riley Jameson Van Velthuyzen left Mariner Independent for Ocean Path Advisors, Llc (registered 2026-02-10)

  Form ADVobserved 5 days ago
• Occurred

  Feb 17, 2026
  Advisor changed firm

  Riley Jameson Van Velthuyzen left Ocean Path Advisors, Llc for Mariner Independent (registered 2026-02-26)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f076c9f6-56dc-6e7a-7278-1dd454ccdce8

First observed

Jun 23, 2022

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.