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 Financial Solutions, Inc.
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 |
|---|---|---|---|---|---|
| Jonathan Dale Webb | Ofg Financial Services, Inc. independent RIA | Pathway Financial Solutions, Inc. no RAUM | RIA to a newly registered adviser | Mar 13, 2026 | Mar 13, 2026 |
| Jordan Dale Webb | Ofg Financial Services, Inc. independent RIA | Pathway Financial Solutions, Inc. no RAUM | RIA to a newly registered adviser | Mar 13, 2026 | Mar 13, 2026 |
| Bradley A Veenendaal | Ofg Financial Services, Inc. independent RIA | Pathway Financial Solutions, Inc. no RAUM | RIA to a newly registered adviser | Mar 13, 2026 | Mar 13, 2026 |
| Eddie Eldon Balluch | Ofg Financial Services, Inc. independent RIA | Pathway Financial Solutions, Inc. no RAUM | RIA to a newly registered adviser | Mar 13, 2026 | Mar 13, 2026 |
| Larae Ann Duff | Ofg Financial Services, Inc. independent RIA | Pathway Financial Solutions, Inc. no RAUM | RIA to a newly registered adviser | Mar 13, 2026 | Mar 13, 2026 |
| Trevor Joseph Webb | Ofg Financial Services, Inc. independent RIA | Pathway Financial Solutions, Inc. no RAUM | RIA to a newly registered adviser | Mar 13, 2026 | Mar 13, 2026 |
Page 1 of 1
6 moves match.