DFX Intelligence
Advisor moves
Arrivals at Simplepath Wealth Management, LLC
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 |
|---|---|---|---|---|---|
| Celine J. Pastore | J. W. Cole Advisors, Inc. independent RIA | Simplepath Wealth Management, LLC state registered | RIA to a state-registered adviser | Jul 15, 2020 | May 23, 2025 (1773 d) |
| Maxime Benoit Choiniere | J. W. Cole Advisors, Inc. independent RIA | Simplepath Wealth Management, LLC state registered | RIA to a state-registered adviser | Jul 15, 2020 | Jul 13, 2020 |
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2 moves match.