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Advisor at PATHSTONE
Conshohocken, PA | ENGLEWOOD, NJ
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 |
|---|---|---|---|---|---|---|
| Pathstone | Independent wealth | Jun 3, 2026 | n/a | yes | Conshohocken, PA|ENGLEWOOD, NJ | Current employment |
| MILL CREEK CAPITAL ADVISORS, LLC | Former SEC adviser | Jul 8, 2015 | Jun 1, 2026 | no | CONSHOHOCKEN, PA | Previous registration |
| MYCIO WEALTH PARTNERS, LLC | Independent wealth | Nov 9, 2010 | Apr 13, 2015 | no | PHILADELPHIA, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MILL CREEK CAPITAL ADVISORS, LLC | Pathstone | Jun 1, 2026 | Jun 3, 2026 | 2 | Firm change | RIA to RIA |
| MYCIO WEALTH PARTNERS, LLC | MILL CREEK CAPITAL ADVISORS, LLC | Apr 13, 2015 | Jul 8, 2015 | 86 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 141470:151736:PA:2026-06-01 | Jun 1, 2026 | Jun 3, 2026 | CONSHOHOCKEN, PA | Firm change |