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Kollin Schrenk

Pathstone

Atlanta, GA

Englewood, NJ

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Current Employers
Pathstone

10 Sterling Blvd Suite 402, Englewood, NJ 07631 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2024-06-03
  • GA RA
    APPROVED
    Since 2024-06-03

Branch Locations

3344 Peachtree Rd Ne Suite 1550, Atlanta, GA 30326 • United States

10 Sterling Blvd Suite 402, Englewood, NJ 07631 • 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
College Charlotte NC 08/2014 06/2019
Greerwalker Llp Charlotte NC 07/2019 06/2020
Pesta Finnie & Associates Llp Charlotte NC 06/2020 06/2021
Bryon Financial, Llc Charlotte NC 06/2021 03/2024
Pathstone Atlanta GA 03/2024 07/2025
Pathstone Atlanta GA 08/2025 Present
  • 08/2014 → 06/2019
    College
    Charlotte, NC
  • 07/2019 → 06/2020
    Greerwalker Llp
    Charlotte, NC
  • 06/2020 → 06/2021
    Pesta Finnie & Associates Llp
    Charlotte, NC
  • 06/2021 → 03/2024
    Bryon Financial, Llc
    Charlotte, NC
  • 03/2024 → 07/2025
    Pathstone
    Atlanta, GA
  • 08/2025 → Present
    Pathstone
    Atlanta, GA
Previous Registrations
  • 2021-08-19 → 2024-03-01
    Byron Financial, Llc
    Charlotte, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-08-19
  • S65 Uniform Investment Adviser Law Examination
    2021-08-19

View on SEC IAPD

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RBC CAPITAL MARKETS, LLC · Atlanta, GA
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