Yarenis Rodriguez has been Chief Compliance Officer of Pursue Wealth Partners since April 2023, is not listed as a control person, but directly owns under 5% of the firm.
Pursue Wealth Partners, LLC is a firm with $243M under management, 31 clients and 2 advisers across 2 offices, as of its September 2026 filing.
Yarenis Rodriguez’s longest registration was 4 years at Strategic Advisers, Inc. (2013–2017). Before joining Pursue Wealth Partners in 2023, Yarenis Rodriguez was registered through Icapital Wealth LLC and Raymond James & Associates, Inc.
- Pursue Wealth Partners, LLCCurrent– present · 3 yearsAtlanta, GA · Adviser representative · Firm CRD 326348
- Icapital Wealth LLC– · 1 yearClayton, CA · Adviser representative · Firm CRD 311102
- Raymond James & Associates, Inc.– · 3 yearsAtlanta, GA · Adviser representative · Firm CRD 705
- Strategic Advisers, Inc.– · 4 yearsAtlanta, GA · Adviser representative · Firm CRD 104555
- Cuna Brokerage Services, Inc.– · under a yearDoral, FL · Adviser representative · Firm CRD 13941
Investment adviser representative registrations
Yarenis Rodriguez is registered as an investment adviser representative in Georgia, since May 2023.
- GeorgiaSince 25 May 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| Series 24 | General Securities Principal Examination | 30 January 2020 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 22 August 2013 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 24 June 2013 |
| Series 66 | Uniform Combined State Law Examination | 11 October 2010 |
| Series 7 | General Securities Representative Examination | 20 June 2010 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 4 April 2009 |
- Name
- Operations Professional Examination
- Name
- General Securities Principal Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Yarenis Rosa Rodriguez
- CRD
- 5310038
- Firm
- Pursue Wealth Partners · CRD 326348
- Role
- Chief Compliance Officer
- Office
- Atlanta, GA
- Registration
- Investment adviser and broker registrations
- In the industry since
- April 2010
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Yarenis Rodriguez work?
Yarenis Rodriguez has been Chief Compliance Officer of Pursue Wealth Partners, LLC since April 2023.
Is Yarenis Rodriguez a financial advisor?
Yes. Yarenis Rodriguez has a current investment-adviser registration in Georgia, through Pursue Wealth Partners since May 2023.
How many years of experience does Yarenis Rodriguez have?
Yarenis Rodriguez has 16 years in the financial industry, since April 2010, across 5 adviser firms.
What exams has Yarenis Rodriguez passed?
Yarenis Rodriguez has passed 7 licensing exams: the Series 6, Series 7, Series 66, Series 9, Series 10, Series 24 and Series 99TO. The earliest, the Series 6, was passed in April 2009. FINRA credited Yarenis Rodriguez with the SIE, which began in October 2018.
Where did Yarenis Rodriguez work before Pursue Wealth Partners?
Before Pursue Wealth Partners, Yarenis Rodriguez was registered through Raymond James & Associates, Inc., March 2018 to March 2022; Strategic Advisers, Inc., March 2013 to May 2017; Cuna Brokerage Services, Inc., October 2010 to March 2011.
Where is Yarenis Rodriguez based?
Yarenis Rodriguez’s registered office is in Atlanta, GA.
Is Yarenis Rodriguez registered with FINRA?
Yes. Yarenis Rodriguez has a current broker registration, under CRD 5310038.
Source: FINRA BrokerCheck
How can I verify Yarenis Rodriguez’s record?
Search CRD 5310038 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Yarenis Rodriguez’s full registration record.