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Pathway Financial Advisors, LLC CRD 124801
$1.65B regulatory AUM 6 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
725 Community Drive Suite 402, South Burlington, VT 05403 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2007-09-27 |
| VT | RA | APPROVED | 2003-09-26 |
Branch Locations
725 Community Drive Suite 402, South Burlington, VT 05403 • United States
2000 Riveredge Parkway, Atlanta, GA 30328 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pathway Financial Advisors, Llc | South Burlington | VT | 01/2002 | Present |
| Pathway Financial Advisors, Llc | South Burlington | VT | 01/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-08-01 |
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