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West Chester, PA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-06-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securian Financial Services Inc | St Paul | MN | 05/2016 | 12/2016 |
| Foundations Financial Partners | Doylestown | PA | 05/2016 | 12/2016 |
| West Chester University Of Pennsylvania | West Chester | PA | 08/2012 | 12/2016 |
| Foundations Financial Partners | Doylestown | PA | 01/2017 | 01/2017 |
| Minnesota Life Insurance Co. | St. Paul | MN | 01/2017 | 01/2017 |
| Securian Financial Services, Inc. | St. Paul | MN | 01/2017 | 01/2017 |
| Mycio Wealth Partners, Llc | Philadelphia | PA | 02/2017 | 10/2017 |
| Radnor Financial Advisors | Wayne | PA | 01/2018 | 11/2020 |
| Fidelity Investments | King Of Prussia | PA | 11/2020 | 06/2022 |
| Origin Financial | Boston | MA | 06/2022 | 08/2023 |
| Your Path Fi, Llc | West Chester | PA | 04/2023 | Present |
| Smartpath Advisors, Llc | Atlanta | GA | 03/2024 | 05/2024 |
| Nectarine | San Diego | CA | 04/2024 | Present |
Your Path Fi, LLC Yes the business is investment related 1118 Basin Rd West Chester PA 19382 Fee-only registered investment adviser April 2023 160 hours per month 110 hours during trading hours Founder, Financial Planner, and CCO of Your Path Fi LLC
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-01-26 |
| S66 | Uniform Combined State Law Examination | 2016-09-14 |
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