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Karina Moretz

Pathfinder Planning LLC

Lake Wylie, SC

San Antonio, TX

San Antonio, TX

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Current Employers
Pathfinder Planning Llc

Lake Wylie, SC • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-02-04
SC RA APPROVED 2026-02-04
  • NC RA
    APPROVED
    Since 2026-02-04
  • SC RA
    APPROVED
    Since 2026-02-04

Branch Locations

Lake Wylie, SC • United States

San Antonio, TX • United States

San Antonio, TX • 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
Pathfinder Planning Llc Lake Wylie SC 01/2026 Present
Pathfinder Planning Llc Lake Wylie SC 02/2022 01/2026
Homemaker San Antonio TX 01/2015 02/2022
Designations

View on SEC IAPD

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