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

Clayton John Cochran

Pathstoneindependent RIAEnglewood, Nj IA-onlyIAPD 5377634

Chartered Financial Analyst

Feed of 09/15/2026

Also filed as Clay Cochran

At current firm

0 y

since May 13, 2026

In the industry

17 y

since Aug 10, 2009 (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

Pathstone independent RIA current
since May 13, 2026 · New York, Ny
Cynosure Portfolio Advisors LLC bank affiliated
Oct 9, 2025 to Apr 30, 2026 · Salt Lake City, Ut
Cynosure Group, LLC other
Apr 26, 2023 to Oct 8, 2025 · New York City, Ny
Svb Wealth independent RIA
Jun 22, 2022 to Apr 27, 2023 · New York, Ny
Aj Wealth former
Jan 7, 2016 to Jun 21, 2022 · New York, Ny
The Mosaic Financial Group, LLC independent RIA
Aug 11, 2009 to Sep 15, 2010 · Chicago, Il

Moves

a registration end followed by a registration begin elsewhere

Cynosure Portfolio Advisors LLC to Pathstone
left Apr 30, 2026, registered May 13, 2026 (13 days) · RIA to RIA
Cynosure Group, LLC to Cynosure Portfolio Advisors LLC
left Oct 8, 2025, registered Oct 9, 2025 (1 days) · Other · moved with a team
Svb Wealth to Cynosure Group, LLC
left Apr 27, 2023, registered Apr 26, 2023 (-1 days) · Other
Aj Wealth to Svb Wealth
left Jun 21, 2022, registered Jun 22, 2022 (1 days) · RIA to RIA · moved with a team
The Mosaic Financial Group, LLC to Aj Wealth
left Sep 15, 2010, registered Jan 7, 2016 (1940 days) · Other

Signals

Clayton John Cochran left Cynosure Portfolio Advisors Llc for Pathstone (registered 2026-05-13)
Apr 30, 2026 · Advisor changed firm · fact
Clayton John Cochran left Cynosure Group, Llc for Cynosure Portfolio Advisors Llc (registered 2025-10-09)
Oct 8, 2025 · Advisor changed firm · fact
Clayton John Cochran left Svb Wealth for Cynosure Group, Llc (registered 2023-04-26)
Apr 27, 2023 · Advisor changed firm · fact
Clayton John Cochran left Aj Wealth for Svb Wealth (registered 2022-06-22)
Jun 21, 2022 · 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: Independent wealth managerderived
Years in industry: 17derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address