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17085 Via Del Campo, San Diego, CA 92127 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Acclaim Law Group | San Diego | CA | 12/2008 | 01/2023 |
| Voya Financial Advisors | San Diego | CA | 08/2010 | 06/2021 |
| Cetera Advisor Networks, Llc | San Diego | CA | 06/2021 | 08/2024 |
| Pathlight Wealth Management Llc | San Diego | CA | 05/2024 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | 08/2024 |
| Cetera Advisors Network, Llc | San Diego | CA | 06/2021 | 06/2023 |
1) NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; YES; 9655 GRANITE RIDGE DRIVE SUITE 2074; LA MESA; CA; 91942; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 5/3/2016; 160; 160; SALE OF FIXED INSURANCE PRODUCTS; 2) NAME OF ENTITY:LAW OFFICE OF ROBERT SHABKIE; NO; 9655 GRANITE RIDGE DRIVE, SUITE 2074; SAN DIEGO; CA; 92123; PREPARATION OF ESTATE PLANNING DOCUMENTS FOR CLIENTS, OCCASIONAL ADMINISTRATION OF DECEDENT'S PROBATE OR TRUST ESTATES; ATTORNEY; 5/14/2018; 20; 0; DISCUSS ESTATE PLANNING STRATEGIES FOR INDIVIDUAL CLIENTS, CREATE DOCUMENTS TO IMPLEMENT PLANNING GOALS; 3) NAME OF ENTITY:ROBERT SHABKIE - RENTAL PROPERTY; NO; 9655 GRANITE RIDGE DRIVE, SUITE 200, SAN DIEGO, CA 92123; GREENVILLE; SC; 29611; RENTAL PROPERTY; OWNER; 10/11/2020; 2; 0; MANAGE PROPERTY AND COLLECT RENT; 4) NAME OF ENTITY:ROBERT SHABKIE-GREENVILLE RENTAL; NO; 214 DARLINGTON AVENUE, GREENVILLE, SC 29609; GREENVILLE; SC; 29609; RENTAL PROPERTY; OWNER; 6/1/2021; 2; 0; MANAGE UPKEEP AND ISSUES WITH TENANTS;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-08-21 |
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