DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Dale Edward Colclasure

Retirepath Wealth, LLCstate registeredRogers, Ar IA-onlyIAPD 3080503

Certified Financial Planner

Feed of 09/15/2026

At current firm

3 y

since Mar 15, 2023

In the industry

32 y

since Jan 1, 1994 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Retirepath Wealth, LLC state registered current
since Mar 15, 2023 · Rogers, Ar
Ae Wealth Management, LLC BD affiliated
Jul 13, 2018 to Feb 24, 2023 · Little Rock, Ar
On Investment Management Co BD affiliated
Jan 22, 2016 to Jul 18, 2018 · Alexander, Ar
Arvest Wealth Management independent RIA
Sep 4, 2012 to Jan 25, 2016 · Benton, Ar
U.S. Bancorp Investments, Inc. former
May 16, 2011 to Sep 4, 2012 · Little Rock, Ar
Valic Financial Advisors, Inc. BD affiliated
Nov 3, 2003 to Apr 27, 2010 · Edina, Mn
Transamerica Financial Advisors, LLC BD affiliated
Oct 21, 2003 to May 26, 2011 · Little Rock , Ar
Ameriprise Financial Services, LLC national BD
Aug 20, 1998 to Oct 15, 2003 · North Little Rock, Ar

Moves

a registration end followed by a registration begin elsewhere

Ae Wealth Management, LLC to Retirepath Wealth, LLC
left Feb 24, 2023, registered Mar 15, 2023 (19 days) · Affiliated broker-dealer or bank to a state-registered adviser
On Investment Management Co to Ae Wealth Management, LLC
left Jul 18, 2018, registered Jul 13, 2018 (-5 days) · Affiliated broker-dealer or bank to independent RIA
Arvest Wealth Management to On Investment Management Co
left Jan 25, 2016, registered Jan 22, 2016 (-3 days) · Other
U.S. Bancorp Investments, Inc. to Arvest Wealth Management
left Sep 4, 2012, registered Sep 4, 2012 (0 days) · Other
Transamerica Financial Advisors, LLC to Valic Financial Advisors, Inc.
left May 26, 2011, registered Nov 3, 2003 (-2761 days) · Other
Valic Financial Advisors, Inc. to U.S. Bancorp Investments, Inc.
left Apr 27, 2010, registered May 16, 2011 (384 days) · Other
Ameriprise Financial Services, LLC to Transamerica Financial Advisors, LLC
left Oct 15, 2003, registered Oct 21, 2003 (6 days) · Other

Signals

Dale Edward Colclasure left Ae Wealth Management, Llc for Retirepath Wealth, Llc (registered 2023-03-15)
Feb 24, 2023 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: STATE REGISTEREDderived
Years in industry: 32derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address