Miguel De Jesus Rodriguez

Current Employers

Employment History

• 02/1991 → Present
  Miguel J Rodriguez Pa
  Davie, FL
• 07/1999 → Present
  The Equitable Life Assurance Society Of The United States
  Boca Raton, FL
• 07/1999 → Present
  Eq Financial Consultants, Inc.
  Boca Raton, FL
• 10/2004 → Present
  Osaic Wealth, Inc.
  Cooper City, FL
• 01/2025 → Present
  Lerrosarbey, Pllc
  Bartow, FL

Previous Registrations

• 2000-08-10 → 2004-11-03
  Equitable Advisors, Llc
  Davie, FL

Other Businesses

1. THE CHRISTIAN COMMUNITY FOUNDATION OF SOUTH FLORIDA, INC. POS: Member of Bd. of Directors NATURE: Corp. INVSTMT RELATED: No # OF Hrs., 4 SECURITIES TRADING HRS., 4 STRT DATE: 08/01/2016 ADD: 5110 North Federal Highway, 2nd Fl., Fort Lauderdale FL 33308, US DESCRIPT: Member of Bd. of Directors, attend meetings, vote on general & strategic decisions, assist in various initiatives to be determined 2. SHERIDAN HOUSE, INC. POS: BOD. Member NATURE: Corp.-Non Profit INVSTMT RELATED: No # OF Hrs. 1 SECURITIES TRADING Hrs. 1 STRT DATE: 05/02/2018 ADD: 1700 S Flamingo Rd, Davie FL 33325, US DESCRIPT: BOD - Involved in developing Policy & Strategy. 3. SHERIDAN FAMILY HOUSE MINISTRIES INC.; POS: BOD NATURE: NonProfit INVSTMT RELATED: No # OF HOURS: 6 SECURITIES TRADING HOURS: 1 STRT DATE: 01/01/2009; ADD: 1700 S Flamingo Rd., Davie FL 33325, US; DESCRIPT: BOD - POLICY AND STRATEGY. 4. RODRIGUEZ/KINZBRUNNER CERTIFIED PUBLIC ACCOUNTANTS, LLP POSITION: Partner - NATURE: Partnership - INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 02/08/2013 ADDRESS: 6367 Riverlake Ct, Bartow FL 33830, United States DESCRIPTION: Managing partner 5. RKC FINANCIAL RESOURCES GROUP, INC. POSITION: Owner - NATURE: Corporation - INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 06/02/1999 ADDRESS: 6367 Riverlake Ct, Bartow FL 33830, United States DESCRIPTION: CLIENT SERVICES IN AREAS OTHER THAN SECURITIES TRADING, MANAGEMENT OF THE COMPANY, PRESIDENTCOMPANY IS NOT USED FOR MARKETING PURPOSESI USE THIS COMPANY TO ACCOUNT FOR MY COMMISSIONS AND SOME BUSINESS EXPENSES Thisis strictly an insurance OBA-no client management. I am an insurance agent 6. MIGUEL J RODRIGUEZ CPA PA POSITION: Owner - NATURE: Corporation - INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 02/08/2013 ADDRESS: 6367 Riverlake Ct, Bartow FL 33830, United States DESCRIPTION: President - This was the company i performed CPA services through up until 12-31-24 then i merged into LerroSarbey, PLLC - see separate OBA 7. LERROSARBEY, PLLC POSITION: Managing Director - Tax NATURE: Partnership INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 01/01/2025 ADDRESS: 500 E Broward Blvd, Suite 1650, Fort Lauderdale FL 33394, United States DESCRIPTION: Accounting, Tax and Consulting

Exams

• S63 Uniform Securities Agent State Law Examination
  2005-10-05
• S66 Uniform Combined State Law Examination
  2000-07-18

Other Names

• Miguel Rodriguez