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Jacqueline Marie Battista

Corepath Wealth Partners LLC

Scottsdale, AZ

Denver, CO

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Current Employers
Corepath Wealth Partners Llc

7114 E. Stetson Drive Suite #205, Scottsdale, AZ 85251 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2019-01-29
  • CO RA
    APPROVED
    Since 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

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
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
  • 01/2011 → 12/2018
    Ameriprise Financial Services, Inc.
    Westminster, CO
  • 09/2006 → 12/2021
    Dual Star Dance
    Highlands Ranch, CO
  • 01/2019 → 03/2024
    Corepath Wealth Partners Llc
    Denver, CO
  • 03/2024 → Present
    Corepath Wealth Partners Llc
    Denver, CO
  • 01/2019 → Present
    Corepath Insurance Services, Llc
    Denver, CO
Previous Registrations
Other Businesses

1) Licensed insurance professional. Non-advisory. Same address.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-06-14
  • S66 Uniform Combined State Law Examination
    2011-06-14
Designations

View on SEC IAPD

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Other Offices

BRIDGELIGHT CAPITAL LLC · SCOTTSDALE, AZ
MERCER GLOBAL ADVISORS INC. · Scottsdale, AZ
LPL FINANCIAL LLC · SCOTTSDALE, AZ
IRONWOOD WEALTH ADVISORS, LLC · SCOTTSDALE, AZ
PAUL MARASCALCO REGISTERED INVESTMENT ADVISOR · SCOTTSDALE, AZ
CETERA INVESTMENT ADVISERS LLC · SCOTTSDALE, AZ
FAITH INVESTOR SERVICES · Scottsdale, AZ
MERIDIAN WEALTH MANAGEMENT, LLC · Scottsdale, AZ

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