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
Arrivals at Pathway Partners Wealth Advisors, 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 |
|---|---|---|---|---|---|
| Joseph Paul Titus | LPL Financial LLC BD affiliated | Pathway Partners Wealth Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 1, 2023 | Aug 1, 2023 |
| Michael Arcuri | Equitable Advisors, LLC national BD | Pathway Partners Wealth Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 17, 2023 | Feb 9, 2023 |
| Mark Steven Wojcinski | American Portfolios Advisors, Inc BD affiliated | Pathway Partners Wealth Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 3, 2023 | Jan 6, 2023 |
| Colin Jeremiah Healy | Hightower Advisors, LLC BD affiliated | Pathway Partners Wealth Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 15, 2021 | Oct 24, 2022 (496 d) |
| Gregg D Jensen | M&T Securities, Inc. unclassified | Pathway Partners Wealth Advisors, LLC independent RIA | Other | May 3, 2021 | Jul 18, 2023 (806 d) |
Page 1 of 1
5 moves match.