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Corepath Wealth Partners LLC CRD 299951
$261M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
7114 E. Stetson Drive Suite #205, Scottsdale, AZ 85251 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2019-01-29 |
Branch Locations
7114 E. Stetson Drive Suite #205, Scottsdale, AZ 85251 • United States
4600 South Syracuse Street Suite 900, Denver, CO 80237 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Westminster | CO | 01/2011 | 12/2018 |
| Dual Star Dance | Highlands Ranch | CO | 09/2006 | 12/2021 |
| Corepath Wealth Partners Llc | Denver | CO | 01/2019 | 03/2024 |
| Corepath Wealth Partners Llc | Denver | CO | 03/2024 | Present |
| Corepath Insurance Services, Llc | Denver | CO | 01/2019 | Present |
1) Licensed insurance professional. Non-advisory. Same address.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-06-14 |
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