Rodolfo Rodriguez is a registered investment advisor, based in Cumming, GA, with 25 years of industry experience. Rodolfo is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Cumming, GA
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Regulatory History (1)
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Criminal
November 1990Final Disposition
Other Business Activities
Rodolfo is the CEO of Kinship Wealth Partners LLC, a financial services practice operating under a DBA. He dedicates his time to this activity during trading hours.
Employment History
Current Registrations
Arkadios CapitalBroker
January 2023 - Present · 3 yrs 9 mos
Epg Wealth Management LLC
January 2023 - Present · 3 yrs 9 mos
Previous Registrations
Esi Financial Advisors
September 2015 - December 2022 · 7 yrs 3 mos
Equity Services, INC.Broker
September 2015 - December 2022 · 7 yrs 3 mos
Metlife Securities INC.Broker
January 2015 - September 2015 · 8 mos
Metlife Securities INC.
January 2015 - September 2015 · 8 mos
New England Securities Corporation
April 2014 - January 2015 · 9 mos
New England SecuritiesBroker
July 2009 - January 2015 · 5 yrs 6 mos
AXA Advisors, LLCBroker
June 2005 - July 2009 · 4 yrs 1 mo
AXA Advisors, LLC
June 2005 - May 2006 · 11 mos
Mony Securities Corporation
April 2003 - June 2005 · 2 yrs 2 mos
Mony Securities CorporationBroker
November 2000 - June 2005 · 4 yrs 7 mos
State Registrations2 states
FLGA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
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