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Robert V Shabkie

Pathlight Wealth Management

San Diego, CA

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Current Employers
Pathlight Wealth Management

17085 Via Del Campo, San Diego, CA 92127 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-03
  • CA RA
    APPROVED
    Since 2025-01-03

Branch Locations

17085 Via Del Campo, San Diego, CA 92127 • 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
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
  • 12/2008 → 01/2023
    Acclaim Law Group
    San Diego, CA
  • 08/2010 → 06/2021
    Voya Financial Advisors
    San Diego, CA
  • 06/2021 → 08/2024
    Cetera Advisor Networks, Llc
    San Diego, CA
  • 05/2024 → Present
    Pathlight Wealth Management Llc
    San Diego, CA
  • 06/2023 → 08/2024
    Schaumburg, IL
  • 06/2021 → 06/2023
    Cetera Advisors Network, Llc
    San Diego, CA
Previous Registrations
Other Businesses

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;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-08-21
  • S66 Uniform Combined State Law Examination
    2010-08-21

View on SEC IAPD

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