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

PREMIER PATH WEALTH PARTNERS, 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

Nov 5, 2010earliest registration or exam on IAPD

Years in industry

15derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S66

First exam

Nov 5, 2010

First registration

Nov 6, 2010

Dual registered

no

Other names

PATRICK THOMAS YORK|PATRICK YORK

IAPD individual key

4545350

• Occurred

  May 1, 2023
  Advisor changed firm

  Patrick Thomas York left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Premier Path Wealth Partners, Llc (registered 2023-04-28)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f30e6efd-cdc6-8a8b-5219-1fdb2ecefc42

First observed

Nov 6, 2010

Last observed

Sep 14, 2026 5 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.