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Yarenis Rosa Rodriguez

PURSUE WEALTH PARTNERS, LLC·CLAYTON, California
SIE, Series 6, Series 7, Series 9, Series 10, Series 24, Series 66, Series 99TOClean record15 years registeredPURSUE WEALTH PARTNERS, LLC
6024 MAIN STREET, CLAYTON, CA 94517CRD# 5310038Firm CRD# 326348

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Yarenis Rosa Rodriguez · CLAYTON, CA
Registration
CRD #5310038 · PURSUE WEALTH PARTNERS, LLC · 15 years registered
Brand Profile
Not yet started
01

Career History

KINGSWOOD CAPITAL PARTNERS, LLC
Dec 2025 – present
PURSUE WEALTH PARTNERS, LLC
May 2023 – present
ICAPITAL WEALTH LLC
Feb 2022 – Jun 2023
CLAYTON, CA
RAYMOND JAMES & ASSOCIATES, INC.
Mar 2018 – Mar 2022
ATLANTA, GA
STRATEGIC ADVISERS, INC.
Jul 2015 – May 2017
ATLANTA, GA
STRATEGIC ADVISERS, INC.
Mar 2013 – Jun 2015
ATLANTA, GA
CUNA BROKERAGE SERVICES, INC.
Oct 2010 – Mar 2011
DORAL, FL
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 9
Series 10
Series 24
Series 66
Series 99TO
Registration record
First registered · October 14, 2010
Years registered · 15
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PURSUE WEALTH PARTNERS, LLC
CRD 326348 · SEC 801-127939
AUM
$207M
Regulatory assets under management
Employees
3
108 client accounts
Services offered by PURSUE WEALTH PARTNERS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PURSUE WEALTH PARTNERS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Yarenis Rosa Rodriguez offer?
Yarenis Rosa Rodriguez specializes in Financial Planning, Investment Management. Contact their office in CLAYTON, California for a consultation.
What are Yarenis Rosa Rodriguez's credentials?
Yarenis Rosa Rodriguez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Yarenis Rosa Rodriguez located?
Yarenis Rosa Rodriguez is based in CLAYTON, California, working with PURSUE WEALTH PARTNERS, LLC. Their office serves clients in the CLAYTON metropolitan area and surrounding communities.
How does Yarenis Rosa Rodriguez charge for services?
Yarenis Rosa Rodriguez's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PURSUE WEALTH PARTNERS, LLC?
PURSUE WEALTH PARTNERS, LLC has approximately 3 employees and manages $207M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PURSUE WEALTH PARTNERS, LLC

Gregory Gerard Kern
CLAYTON, CA
Jarrett Alexander Brady
CLAYTON, CA

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