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 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 | Commonwealth Financial Network national BD | Pathfinder Wealth Consulting no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 6, 2025 | Sep 24, 2025 |
| Chad Michael Slate | Commonwealth Financial Network national BD | Pathfinder Wealth Consulting no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 6, 2025 | Sep 26, 2025 |
| Christopher James Walsh | Commonwealth Financial Network national BD | Pathfinder Wealth Consulting no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 6, 2025 | Sep 26, 2025 |
| John Brantley Zachary | Commonwealth Financial Network national BD | Pathfinder Wealth Consulting no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 6, 2025 | Sep 26, 2025 |
| Brice Sawyer Gibson | Commonwealth Financial Network national BD | Pathfinder Wealth Consulting no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 6, 2025 | Sep 24, 2025 |
| Pantelis Emanuel Miliotis | Commonwealth Financial Network national BD | Pathfinder Wealth Consulting no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 6, 2025 | Sep 26, 2025 |
| Alexander Greer | Commonwealth Financial Network national BD | Pathfinder Wealth Consulting no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 6, 2025 | Sep 24, 2025 |
| Samuel Davis Byrd | Commonwealth Financial Network national BD | Pathfinder Wealth Consulting no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 6, 2025 | Sep 26, 2025 |
| Walter G Hutsell | Commonwealth Financial Network national BD | Pathfinder Wealth Consulting no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 6, 2025 | Sep 24, 2025 |
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9 moves match.