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YR

Yarenis R. Rodriguez

PURSUE WEALTH PARTNERS
ATLANTA, GA
Some features on this profile are disabled
CRD#: 5310038
YR

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 J. ALDEN ASSOCIATES, INC. located in Wayne, Pennsylvania.

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 8 firms and has passed the Series 66, Series 99TO, SIE, Series 7, Series 6, Series 24, Series 10 and Series 9 exams.

top-8-questions

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.
1) Name of Business : J.Alden Associates, Inc. Nature of the Business: Registered Representative Position/Title: Registered Representative Start Date: 10/11/2022 Hours per month devoted to this business: 16 Hours per month devoted to this business during trading hours: 16 Description of duties: Sale of commissionable products 2) Appointed with NY Life & Guardian in GA. Presently not active.

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

October 10, 2022 - Present

J. ALDEN ASSOCIATES, INC.

Office #1: 37 West Ave Suite 301, Wayne, PA 19087
BD
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.

BD
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.

BD
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

BD
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.

BD
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".
PW
PURSUE WEALTH PARTNERS, LLC
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.
RR
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

RR
California
(10/10/2022)
RR
Georgia
(10/10/2022)
IAR
Georgia
(5/25/2023)
RR
Kentucky
(10/10/2022)
RR
New Jersey
(10/10/2022)
RR
Oklahoma
(10/10/2022)
RR
Rhode Island
(10/10/2022)
RR
Texas
(10/10/2022)
RR
Washington
(10/10/2022)
RR
Wyoming
(10/10/2022)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/11/2010
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/20/2010
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 4/4/2009
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 1/30/2020
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 10
Date: 8/22/2013
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 6/24/2013
General Securities Sales Supervisor - Options Module Examination
SRO Registrations
RR
FINRA

Current Firm

PW
PURSUE WEALTH PARTNERS, LLC
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
3

SEC notice filing (4 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PURSUE WEALTH PARTNERS LLC DISCLOSURE BROCHURE (10/1/2025)

Regulatory assets under management

Total Number of Accounts94
AUM (Assets Under Management)$ 221,260,564

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.

Company Information

PURSUE WEALTH PARTNERS, LLC

CRD#: 326348Atlanta, GA

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