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.
Advisor moves
Departures from Pathfinder Wealth Consulting
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Jason Thomas Wheeler | Pathfinder Wealth Consulting independent RIA | Commonwealth Financial Network national BD | RIA to affiliated broker-dealer or bank | Apr 2, 2026 | Apr 1, 2026 |
| Chad Michael Slate | Pathfinder Wealth Consulting independent RIA | Commonwealth Financial Network national BD | RIA to affiliated broker-dealer or bank | Apr 2, 2026 | Apr 1, 2026 |
| Christopher James Walsh | Pathfinder Wealth Consulting independent RIA | Commonwealth Financial Network national BD | RIA to affiliated broker-dealer or bank | Apr 2, 2026 | Apr 2, 2026 |
| John Brantley Zachary | Pathfinder Wealth Consulting independent RIA | Commonwealth Financial Network national BD | RIA to affiliated broker-dealer or bank | Apr 2, 2026 | Apr 1, 2026 |
| Brice Sawyer Gibson | Pathfinder Wealth Consulting independent RIA | Commonwealth Financial Network national BD | RIA to affiliated broker-dealer or bank | Apr 2, 2026 | Apr 2, 2026 |
| Pantelis Emanuel Miliotis | Pathfinder Wealth Consulting independent RIA | Commonwealth Financial Network national BD | RIA to affiliated broker-dealer or bank | Apr 2, 2026 | Apr 2, 2026 |
| Alexander Greer | Pathfinder Wealth Consulting independent RIA | Commonwealth Financial Network national BD | RIA to affiliated broker-dealer or bank | Apr 2, 2026 | Apr 2, 2026 |
| Samuel Davis Byrd | Pathfinder Wealth Consulting independent RIA | Commonwealth Financial Network national BD | RIA to affiliated broker-dealer or bank | Apr 2, 2026 | Apr 2, 2026 |
| Walter G Hutsell | Pathfinder Wealth Consulting independent RIA | Commonwealth Financial Network national BD | RIA to affiliated broker-dealer or bank | Apr 2, 2026 | Apr 2, 2026 |
| Tyler Zieker | Pathfinder Wealth Consulting independent RIA | Commonwealth Financial Network national BD | RIA to affiliated broker-dealer or bank | Apr 2, 2026 | Apr 2, 2026 |
Page 1 of 1
10 moves match.