Yarenis R. Rodriguez

PURSUE WEALTH PARTNERS

ATLANTA, GA

CRD#: 5310038

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Professional summary

Yarenis Rosa Rodriguez, who also goes by Yarenis R Elizondo, Yarenis Rosa Elizondo, Yarenis Elizondo, Yari Rodriguez, is a registered financial advisor currently at PURSUE WEALTH PARTNERS, LLC located in Atlanta, Georgia and KINGSWOOD CAPITAL PARTNERS, LLC located in New York, New York.

Yarenis is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Yarenis has worked at 9 firms and has passed the Series 66, Series 99TO, SIE, Series 7, Series 6, Series 24, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Yarenis R Elizondo | Yarenis Rosa Elizondo | Yarenis Elizondo | Yari Rodriguez

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Yarenis Rosa Rodriguez's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 25, 2023 - Present

PURSUE WEALTH PARTNERS, LLC

RIA

CRD#: 326348

ATLANTA, GA

Current

December 3, 2025 - Present

KINGSWOOD CAPITAL PARTNERS, LLC

Office #1: 126 E 56 St Suite 301, New York, NY 10022

CRD#: 288898

New York, NY

Past

October 10, 2022 - November 26, 2025

J. ALDEN ASSOCIATES, INC.

CRD#: 40002

WAYNE, PA

Past

February 24, 2022 - June 6, 2023

ICAPITAL WEALTH LLC

RIA

CRD#: 311102

CLAYTON, CA

Past

February 23, 2022 - October 20, 2022

CANTELLA & CO., INC.

CRD#: 13905

Clayton, CA

Past

March 30, 2018 - March 17, 2022

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

ATLANTA, GA

Past

March 29, 2018 - March 17, 2022

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

ATLANTA, GA

Past

July 21, 2015 - May 4, 2017

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

ATLANTA, GA

Past

March 18, 2013 - June 29, 2015

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

ATLANTA, GA

Past

April 29, 2011 - May 3, 2017

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

ATLANTA, GA

Past

October 14, 2010 - March 18, 2011

CUNA BROKERAGE SERVICES, INC.

RIA

CRD#: 13941

DORAL, FL

Past

April 6, 2009 - March 18, 2011

CUNA BROKERAGE SERVICES, INC.

CRD#: 13941

DORAL, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PURSUE WEALTH PARTNERS, LLC

CRD#: 326348 / SEC#: 801-127939

RIA

Registered Investment Advisory firm - (5/4/2023 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

Georgia
(5/25/2023)

Georgia
(12/3/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/11/2010

Uniform Combined State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/20/2010

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 4/4/2009

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 1/30/2020

General Securities Principal Examination

Principal/Supervisory Exam

Series 10

Date: 8/22/2013

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 6/24/2013

General Securities Sales Supervisor - Options Module Examination

SRO Registrations

FINRA

SRO Registrations

NYSE American LLC

SRO Registrations

Nasdaq Stock Market

SRO Registrations

New York Stock Exchange

Current Firm

PURSUE WEALTH PARTNERS, LLC

CRD#: 326348 / SEC#: 801-127939

RIA

Registered Investment Advisory firm - (5/4/2023 Approved)

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Contact information

Main Address

Alamo, CA

Mailing Address

Po Box 54012, Atlanta, GA 30308

Phone number

(925) 276-0427

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PURSUE WEALTH PARTNERS LLC DISCLOSURE BROCHURE (1/22/2026)

Regulatory assets under management

Total Number of Accounts	94
AUM (Assets Under Management)	$ 243,363,686

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Yarenis R. Rodriguez

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Yarenis Rosa Rodriguez's CRS (Customer Relationship Summary).

Certified licenses

Experience

KINGSWOOD CAPITAL PARTNERS, LLC

J. ALDEN ASSOCIATES, INC.

ICAPITAL WEALTH LLC

CANTELLA & CO., INC.

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

STRATEGIC ADVISERS LLC

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

CUNA BROKERAGE SERVICES, INC.

CUNA BROKERAGE SERVICES, INC.

Primary Firm SEC Registration

PURSUE WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/11/2010

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 6/20/2010

Series 6

Date: 4/4/2009

Series 24

Date: 1/30/2020

Series 10

Date: 8/22/2013

Series 9

Date: 6/24/2013

FINRA

NYSE American LLC

Nasdaq Stock Market

New York Stock Exchange

Current Firm

PURSUE WEALTH PARTNERS, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PURSUE WEALTH PARTNERS, LLC

TRUST BUT VERIFY

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