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Current Employers
Corepath Wealth Partners Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-11-03
  • CA RA
    APPROVED
    Since 2025-11-03

Branch Locations

Los Angeles, CA • United States

7114 E. Stetson Drive Suite #205, Scottsdale, AZ 85251 • 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
Vanguard Marketing Corporation Scottsdale AZ 01/2021 04/2022
Etihad Airways Los Angeles CA 01/2017 11/2020
Etihad Airways Los Angeles CA 11/2014 12/2016
Charles Schwab & Co., Inc. Phoenix AZ 04/2022 09/2022
Fidelity Investments Smithfield RI 10/2023 08/2024
Self Employed Scottsdale AZ 09/2022 10/2023
Corepath Wealth Partners Llc Scottsdale AZ 08/2024 07/2025
Corepath Wealth Partners Llc Los Angeles CA 08/2025 Present
Corepath Insurance Services, Llc Denver CO 08/2024 Present
  • 01/2021 → 04/2022
    Vanguard Marketing Corporation
    Scottsdale, AZ
  • 01/2017 → 11/2020
    Etihad Airways
    Los Angeles, CA
  • 11/2014 → 12/2016
    Etihad Airways
    Los Angeles, CA
  • 04/2022 → 09/2022
    Charles Schwab & Co., Inc.
    Phoenix, AZ
  • 10/2023 → 08/2024
    Fidelity Investments
    Smithfield, RI
  • 09/2022 → 10/2023
    Self Employed
    Scottsdale, AZ
  • 08/2024 → 07/2025
    Scottsdale, AZ
  • 08/2025 → Present
    Los Angeles, CA
  • 08/2024 → Present
    Corepath Insurance Services, Llc
    Denver, CO
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-02-11
S63 Uniform Securities Agent State Law Examination 2021-02-05
  • S65 Uniform Investment Adviser Law Examination
    2025-02-11
  • S63 Uniform Securities Agent State Law Examination
    2021-02-05

View on SEC IAPD

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