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7114 E. Stetson Drive Suite #205, Scottsdale, AZ 85251 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-09-12 |
| AZ | RA | APPROVED | 2019-02-04 |
Branch Locations
7114 E. Stetson Drive Suite #205, Scottsdale, AZ 85251 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| North Star Consultants, Inc & North Star Brokerage | Minneapolis | MN | 05/1998 | 01/2019 |
| Securian Financial Services, Inc. | St. Paul | MN | 06/1998 | 01/2019 |
| C.R.I. Securities, Inc. | St. Paul | MN | 06/1998 | 01/2019 |
| Minnesota Life Insurance Company | St. Paul | MN | 05/1998 | Present |
| Bonnett Real Estate Group | Phoenix | AZ | 01/2004 | Present |
| Bonnett Investment Group, Llc | Phoenix | AZ | 01/2004 | Present |
| Black Gould | Phoenix | AZ | 05/2004 | Present |
| Corepath Wealth Partners Llc | Scottsdale | AZ | 01/2019 | Present |
| Corepath Insurance Services, Llc | Scottsdale | AZ | 01/2019 | Present |
| Corepath Risk Solutions, Llc | Scottsdale | AZ | 01/2019 | Present |
1) CorePath Insurance Services, LLC; President and Licensed Insurance Professional; Non-advisory. 10% or less of business time; Same address. 2) CorePath Risk Solutions, LLC; President and Licensed Insurance Professional; Non-advisory. 10% or less of business time; Same address. 3) BONNETT REAL ESTATE; 5030 E VAUGHN DRIVE PHOENIX AZ; NOT INVEST RELATED; OWNER; 1/04-ONGOING; 5 HRS PER MONTH; 0 HRS PER MONTH DURING SECURITIES TRADING HRS. 4) BONNETT INVESTMENT GROUP LLC; 5030 E VAUGHN DR PHOENIX AZ 85044; HOLDING COMPANY; 1/2004-ONGOING. 5) MIDWESTERN UNIVERSITY COLLEGE OF VETERINARY MEDICINE, GLENDALE, AZ; NON INVESTMENT RELATED; ADJUNCT FACULTY; 7/2014 TO PRESENT; 10 HRS/MNTH WITH 5 HRS/MNTH DURING TRADING HRS. 6) MAKE-A-WISH ARIZONA, PHOENIX, AZ; NON-INVEST RLTD; NON-PROFIT; COMMITTEE MEMBER; 08/2014 TO PRESENT; 2 HR/MTH WITH 2 HR/MTH DURING TRADING HOURS; 7) GAMA INTERNATIONAL, FALLS CHURCH, VA; NON-INVSTMT RLTD; NON-PROFIT; BOARD MEMBER; 01/2014 - PRESENT; 2 HR/MTH WITH 2 HR/MTH DURING TRADING HOURS. 8) BALANCE BENEFITS CONSULTING LLC, PHOENIX, AZ; INVESTMENT RELATED; PARTNER; 4/2015 TO PRESENT; 5 HRS/MO WITH 5 HRS/MO DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-08-15 |
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