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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 |
| OR | RA | APPROVED | 2024-05-08 |
Branch Locations
501 Sw Hill Street, Bend, OR 97702 • United States
7114 E. Stetson Drive Suite #205, Scottsdale, AZ 85251 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| City National Rochdale | Beverly Hills | CA | 01/2011 | 11/2016 |
| Rim Securities Llc | Beverly Hills | CA | 01/2011 | 11/2016 |
| City National Securities, Inc. | North Hollywood | CA | 11/2016 | 01/2018 |
| Edward Jones | Salem | OR | 03/2018 | 05/2024 |
| City National Securities, Inc. | North Hollywood | CA | 11/2016 | 01/2018 |
| Corepath Wealth Partners Llc | Bend | OR | 05/2024 | Present |
1) Helo Properties LLC; Type of business: Real Estate Co.; Portland, OR; Start date: 1/1/2009; Part Owner; Hours per week: 0; Hours during trading: 0; None 2) Navigator Real Estate; Type of business: investing in commercial property; Start date: 5/2022; 50% Ownership; Hours per week: 2; Hours during trading: 0; Maintain property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-10-28 |
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