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Peter Paul Kozak

Brightpath Wealth Planning, LLC

Camarillo, CA

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Current Employers
Brightpath Wealth Planning, Llc

5999 Ridge View Street Suite B, Camarillo, CA 93012 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-12-24
  • CA RA
    APPROVED
    Since 2025-12-24

Branch Locations

5999 B Ridge View Street, Camarillo, CA 93012 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Brightpath Wealth Planning, Llc Camarillo CA 12/2011 Present
Previous Registrations
  • 2007-05-24 → 2012-04-30
    Kozak Financial Advisory
    Camarillo, CA
  • 2007-06-27 → 2010-07-16
    Walpole Financial Advisors, Llc
    Goleta, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-11-20
S63 Uniform Securities Agent State Law Examination 1996-08-16
  • S65 Uniform Investment Adviser Law Examination
    1998-11-20
  • S63 Uniform Securities Agent State Law Examination
    1996-08-16
Designations
Other Names
  • Peter P Kozak

View on SEC IAPD

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