James Lee Rodgers

Current Employers

Employment History

• 02/2009 → Present
  The Oak Financial Group
  Angleton, TX
• 11/2013 → 09/2021
  Sagepoint Financial
  Angleton, TX
• 10/2021 → Present
  Arkadios Capital
  Atlanta, GA
• 10/2021 → Present
  Arkadios Wealth Advisors
  Atlanta, GA

Previous Registrations

• 2013-11-19 → 2021-10-18
  Osaic Services, Inc.
  Angleton, TX
  Tyler, TX
• 2013-09-30 → 2013-11-18
  Securities America Advisors, Inc.
  Angleton, TX
  Tyler, TX
• 2009-02-17 → 2013-10-23
  Commonwealth Financial Network
  Sugar Land, TX
  Angleton, TX
  Tyler, TX
• 2002-11-13 → 2009-02-23
  Lpl Financial Llc
  Angleton, TX
  Pearland, TX
• 2001-09-14 → 2002-10-21
  Investment Professionals, Inc.
  Clute, TX

Other Businesses

1. OAK FINANCIAL ADVISORS, Is Not Investment Related, Address: 121 E Myrtle, Angleton TX 77566, United States, Position: owner Nature: SP: 4 hours per day, 4 hours per day during trading hours, Start date: 08/08/2018, Description: On the Dave Ramsey approved financial advisors list 2. JAMES RODGERS/FINANCIAL COACH, Is Not Investment Related, Address: 121 E Myrtle, Angleton TX 77566, United States, Position: Teacher/Financial Coach NATURE: Teach a Dave Ramsey Financial Peace University Class and be a recommended Financial Coach: 5 hours per day, 5 hours per day during trading hours Start date: 10/03/2018, Description: During weekend or evening teach the Dave Ramsey Financial Class and as opportunity presents itself be a financial coach 3. INSURANCE SALES, Is Investment Related, Address: 121 E Myrtle, Angleton TX 77566, United States, Position: Agent NATURE: sole 10 hours per day, 10 hours per day during trading hours, Start date: 07/22/2015, Description: fixed rate annuities and some insurance

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-13
• S63 Uniform Securities Agent State Law Examination
  1996-11-01