Rodney Birch is a registered investment advisor, based in Greenville, SC, with 17 years of industry experience.
Location
88 Villa Rd., Greenville, SC, 29615
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Rodney is a W2 employee working as a Mortgage Loan Officer at Classic Home Mortgage since 2019. He dedicates a few hours per week to this activity.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
February 2024 - Present · 2 yrs 3 mos
Cambridge Investment Research Advisors, INC.
February 2024 - Present · 2 yrs 3 mos
Previous Registrations
Thrivent Investment Management INC.
November 2022 - September 2023 · 10 mos
Thrivent Investment Management INC.Broker
October 2022 - September 2023 · 11 mos
Resources Investment Advisors
April 2019 - December 2021 · 2 yrs 8 mos
Park Avenue Securities LLC
February 2017 - April 2019 · 2 yrs 2 mos
Park Avenue Securities LLCBroker
November 2013 - April 2019 · 5 yrs 5 mos
Lincoln Financial Securities CorporationBroker
September 2011 - January 2012 · 4 mos
Nylife Securities LLCBroker
August 2007 - February 2011 · 3 yrs 6 mos
MML Investors Services, INC.Broker
November 2004 - July 2007 · 2 yrs 8 mos
State Registrations1 state
SC
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.