Best Investors Account Sign in
Inactive

Raul Horacio Elizalde

Path Financial, LLC

Sarasota, FL

CRD 1573563

Claim This Profile
Employer firm

Path Financial, LLC CRD 146891

$40.0M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Path Financial, Llc

1990 Main Street #750, Sarasota, FL 34236 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2008-06-11
  • FL RA
    APPROVED
    Since 2008-06-11

Branch Locations

1990 Main Street #750, Sarasota, FL 34236 • 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
Path Financial, Llc Sarasota FL 03/2008 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-02-01
S63 Uniform Securities Agent State Law Examination 1994-09-22
  • S66 Uniform Combined State Law Examination
    2008-02-01
  • S63 Uniform Securities Agent State Law Examination
    1994-09-22

View on SEC IAPD

More in Sarasota, FL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor