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Detailed Report
Rebecca Moran Garcia
CRD#: 7429039
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Investment Adviser
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Previous Broker
PREMIER PATH WEALTH PARTNERS, LLCCRD#: 325300 7 GIRALDA FARMS
SUITE 190
MADISON, NJ 07940
Registration History
Oct2022AprJulOct2023AprJulOct2024AprJulOct2025AprJulOct20262 FIRMS2022 - 2023 (<1 year)IAPREMIER PATH WEALTH PARTNERS, LLC (CRD# 325300)2024 - Present (<1 year)
License(s)

State Registrations

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New Jersey 12/13/2024
Current Registration(s)
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PREMIER PATH WEALTH PARTNERS, LLC (CRD#:325300)
7 GIRALDA FARMS SUITE 190, MADISON, NJ 07940
Registered with this firm since 12/13/2024
Previous Registration(s)
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 11/10/2022 - 05/01/2023 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) FLORHAM PARK, NJ
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 07/18/2022 - 05/01/2023 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) FLORHAM PARK, NJ
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.