Mary Belnap has been an investment adviser representative at Ocean Path Advisors since April 2026, and is not listed among the firm’s executive officers or direct owners.
Ocean Path Advisors, LLC is a Manhattan Beach, CA firm with $560M under management, 196 clients and 6 advisers across 2 offices, as of its August 2026 filing.
Mary Belnap’s longest registration was under a year at Mariner Independent (2025–2026). Before joining Ocean Path Advisors in 2026, Mary Belnap was registered through Mariner Independent.
- Ocean Path Advisors, LLCCurrent– present · under a yearPleasant Grove, UT · Adviser representative · Firm CRD 338933
- – · under a yearPleasant Grove, UT · Adviser representative · Firm CRD 338933
- Mariner Independent– · under a yearOrem, UT · Adviser representative · Firm CRD 305418
Investment adviser representative registrations
Mary Belnap is registered as an investment adviser representative in 2 states. Each was approved in April 2026.
- TexasSince 29 April 2026
- UtahSince 30 April 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 11 September 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Mary Kate Belnap
- CRD
- 8169965
- Firm
- Ocean Path Advisors · CRD 338933
- Office
- Pleasant Grove, UT
- Registration
- Investment adviser registration
- In the industry since
- September 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Mary Belnap work?
Mary Belnap is an investment adviser representative registered through Ocean Path Advisors, LLC since April 2026, and is not listed among the firm’s executive officers or direct owners.
Is Mary Belnap a financial advisor?
Yes. Mary Belnap has a current investment-adviser registration in Texas and Utah, through Ocean Path Advisors since April 2026.
How many years of experience does Mary Belnap have?
Mary Belnap has 1 year in the financial industry, since September 2025, across 2 adviser firms.
What exams has Mary Belnap passed?
Mary Belnap passed the Series 65 in September 2025.
Where is Mary Belnap based?
Mary Belnap’s registered office is in Pleasant Grove, UT.
Is Mary Belnap registered with FINRA?
No. Mary Belnap has no current broker registration.
How can I verify Mary Belnap’s record?
Search CRD 8169965 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Mary Belnap’s full registration record.