Kyle Rodgers is a registered investment advisor, based in Dallas, TX, with 7 years of industry experience.
Location
1717 Main St., suite 5650, Dallas, TX, 75201
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kyle is the Vice President of Dannah Investment Group, LLC, a property casualty insurance agency and business consulting firm, and spends about 10-20% of his time supervising the property casualty book and business consulting. He is also the CEO of Dannah Investment Group, LLC, supervising a property/casualty & life insurance agency as well as business consulting, dedicating about 10-20% of his time.
Employment History
Current Registrations
Kingswood Capital Partners, LLCBroker
Kingswood Wealth Advisors, LLC
Previous Registrations
Benchmark Investments, LLCBroker
Dst Wealth Management LLC
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
Forest Securities,inc.Broker
State Registrations9 states
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.