Rodney Alan Smith

Current Employers

Employment History

• 12/2008 → Present
  Helping Hands For Freedom
  Phoenix, AZ
• 12/2015 → 03/2023
  Your Source Financial, P.L.C.
  Scottsdale, AZ
• 03/2023 → Present
  Dynamic Wealth Advisors
  Phoenix, AZ

Previous Registrations

• 2016-03-01 → 2023-04-14
  Your Source Financial
  Westminster, CO
  Phoenix, AZ
• 2014-10-10 → 2014-10-23
  Cuso Financial Services, L.P.
  Englewood, CO
• 2013-06-11 → 2014-10-17
  Ffec Wealth Partners Llc
  Phoenix, AZ
  Scottsdale, AZ
• 2013-01-11 → 2013-11-20
  Bradley Wealth Llc
  Phoenix, AZ
  Scottsdale, AZ

Other Businesses

Rodney Smith is the managing member and sole owner of Rocket Consulting Services, LLC. The primary purpose of this entity is to support his efforts in securing professional relationships and organize his business efforts. Mr. Smith conducts lectures and joint meetings with other professionals to help build relationships with coaches, trainers, and agents to consult individuals in regards to Leadership & Mindset Development and The Art of Charitable Giving. Mr. Smith employs and pays a flat fee to various individuals or entities to assist with administrative support, consultations, and various other activities. Mr. Smith has been a charitable giving consultant and has been involved in non-profit organizations in the community for over 20 years. Mr. Smith spends approximately 20 - 30 hours per month on this activity. This activity is not investment related. Mr. Smith is the Co-Founder and President of 501C3 non-profit organization, Helping Hands for Freedom. The organization supports military children of the fallen, wounded and deployed. He receives a monthly salary for this activity and spends approximately 20 per month on this activity. This activity is not investment related

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-01-04