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Adrian Jennings Larson

PATHLIGHT INVESTORS, LLC·PHOENIX, Arizona
Series 6, Series 7, Series 63, Series 66Clean record17 years registeredPATHLIGHT INVESTORS, LLC
3131 EAST CAMELBACK ROAD, PHOENIX, AZ 85016CRD# 3098721Firm CRD# 151479

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Adrian Jennings Larson · PHOENIX, AZ
Registration
CRD #3098721 · PATHLIGHT INVESTORS, LLC · 17 years registered
Brand Profile
Not yet started
01

Career History

EP WEALTH ADVISORS
Jul 2019 – present
PATHLIGHT INVESTORS, LLC
Nov 2009 – Jul 2019
PHOENIX, AZ
UBS FINANCIAL SERVICES INC.
Feb 2009 – Dec 2009
PHOENIX, AZ
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 63
Series 66
Registration record
First registered · February 2, 2009
Years registered · 17
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PATHLIGHT INVESTORS, LLC
CRD 151479 · SEC 801-70599
AUM
$283M
Regulatory assets under management
Employees
5
797 client accounts
Services offered by PATHLIGHT INVESTORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PATHLIGHT INVESTORS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Adrian Jennings Larson offer?
Adrian Jennings Larson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PHOENIX, Arizona for a consultation.
What are Adrian Jennings Larson's credentials?
Adrian Jennings Larson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Adrian Jennings Larson located?
Adrian Jennings Larson is based in PHOENIX, Arizona, working with PATHLIGHT INVESTORS, LLC. Their office serves clients in the PHOENIX metropolitan area and surrounding communities.
How does Adrian Jennings Larson charge for services?
Adrian Jennings Larson's firm is compensated through percentage of aum, hourly charges, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PATHLIGHT INVESTORS, LLC?
PATHLIGHT INVESTORS, LLC has approximately 5 employees and manages $283M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PATHLIGHT INVESTORS, LLC

Patsy Lee (hatch) Nodilo
PHOENIX, AZ
Martin John Nodilo
PHOENIX, AZ

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