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Adam Senator Wiatrak

Core Wealth Partners LLC

Santa Rosa, CA

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Current Employers
Core Wealth Partners Llc

576 B Street Suite 2G, Santa Rosa, CA 95401 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-10-11
TX RA APPROVED 2022-10-11
  • CA RA
    APPROVED
    Since 2022-10-11
  • TX RA
    APPROVED
    Since 2022-10-11

Branch Locations

576 B Street, Suite 2G, Santa Rosa, CA 95401 • 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
Western International Securities, Inc. Pasadena CA 11/2013 09/2022
Core Wealth Partners Llc Santa Rosa CA 10/2022 Present
Legalshield Santa Rosa CA 02/2012 12/2016
  • 11/2013 → 09/2022
    Western International Securities, Inc.
    Pasadena, CA
  • 10/2022 → Present
    Core Wealth Partners Llc
    Santa Rosa, CA
  • 02/2012 → 12/2016
    Legalshield
    Santa Rosa, CA
Previous Registrations
  • 2015-01-02 → 2022-12-31
    Western International Securities, Inc.
    Santa Rosa, CA
    Mill Valley, CA
  • 2014-02-14 → 2014-12-31
    Gbs Financial Corp.
    Mill Valley, CA
    Santa Rosa, CA
  • 2013-12-23 → 2013-12-31
    Gbs Financial Corp.
    Mill Valley, CA
    Santa Rosa, CA
  • 2008-07-25 → 2013-12-13
    Gbs Financial Corp.
    Santa Rosa, CA
    Santa Rosa, CA
    Sausalito, CA
  • 2008-06-16 → 2008-07-23
    Liberty Group, Llc
    Larkspur, CA
  • 2008-06-04 → 2008-06-10
    Quest Capital Strategies, Inc.
    Sausalito, CA
    Laguna Hills, CA
  • 1998-09-09 → 2002-08-05
    Morgan Stanley Dw Inc.
    San Rafael, CA
Other Businesses

Accident & Health, Life and Variable Insurance; Investment-Related; Agent

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-06-03
S65 Uniform Investment Adviser Law Examination 1998-07-23
S63 Uniform Securities Agent State Law Examination 1997-12-11
  • S66 Uniform Combined State Law Examination
    2008-06-03
  • S65 Uniform Investment Adviser Law Examination
    1998-07-23
  • S63 Uniform Securities Agent State Law Examination
    1997-12-11

View on SEC IAPD

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Other Investors

JAMES BERNARD BERTERO
MICHAEL KEVIN MOBERLY
STEPHEN LORAN SMITH
JENNIFER LEE KNAPP
MATTHEW JOSEPH VEAL
MATTHEW MARK DAVIS
JEFFREY DONALD OLE GOSPE
PAMELA LYNN KEZER

Other Offices

MORGAN STANLEY · Santa Rosa, CA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Santa Rosa, CA
CALDWELL SUTTER CAPITAL, INC. · Santa Rosa, CA
WELLS FARGO CLEARING SERVICES, LLC · SANTA ROSA, CA
WELLS FARGO CLEARING SERVICES, LLC · SANTA ROSA, CA
EDWARD JONES · SANTA ROSA, CA
FOCUS PARTNERS WEALTH, LLC · SANTA ROSA, CA
FOCUS PARTNERS WEALTH, LLC · SANTA ROSA, CA

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