Celine J. Pastore

Employer firm

Simplepath Wealth Management, LLC CRD 309014

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2015 → 04/2019
  Global Financial Private Capital, Llc
  Sarasota, FL
• 02/2015 → Present
  Simple Path Retirement, Llc
  Palm Harbor, FL
• 06/2009 → 12/2017
  Windsor Marketing Services
  Palm Harbor, FL
• 04/2019 → 06/2020
  J.W. Cole Advisors, Inc.
  Tampa, FL
• 03/2020 → Present
  Simplepath Wealth Management, Llc
  Palm Harbor, FL
• 10/2013 → Present
  Simplepath Insurance & Tax Planning, Llc
  Palm Harbor, FL
• 10/2021 → Present
  Celcon Holdings, Llc
  Palm Harbor, FL

Previous Registrations

• 2019-04-25 → 2020-07-15
  J. W. Cole Advisors, Inc.
  Palm Harbor, FL
  Tampa, FL
• 2015-03-06 → 2019-04-26
  Global Financial Private Capital, Inc.
  Palm Harbor, FL
  Sarasota, FL
  Palm Harbor, FL

Other Businesses

1. Celine J. Pastore is also a licensed insurance agent with SimplePath Insurance & Tax Planning, LLC. Approximately 20% of her time is spent in this practice. She will offer Clients services from those activities; 2. CelCon Holdings, LLC; not investment related; Palm Harbor, FL; Commercial Real Estate Holding Company; Managing Member/Landlord; Start Date 10/2021; Approx 2% of time

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-12-20

Other Names

• Celine J. Breslin
• Celine Pastore