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226 W. Eldorado, Decatur, IL 62522 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PR | RA | APPROVED | 2021-11-19 |
Branch Locations
226 W. Eldorado, Decatur, IL 62522 • United States
The City Towers 252 Ponce De Leon Ave Suite 1001, San Juan, PR 00918 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual | Hato Rey | PR | 11/2005 | 10/2020 |
| Mml Investors Service Inc | Hato Rey | PR | 11/2005 | 10/2020 |
| Investment Planners Inc. | Decatur | IL | 11/2020 | Present |
| Ipiw | Decatur | IL | 11/2021 | Present |
NAME: JORGE RODRIGUEZ INV REL: Y ADD: A3C FAJARDO STREET SAN JUAN, PR. 00915 NATURE: LIFE, HEALTH POSITION: AGENT START DATE: 11/2005 NO. HR/MO: 2-5 NO. HR/MO DURING SEC TRADING: 0 START DATE: 08/2015, ADVISERS ALLIANCE, INC, PRESIDENT, MANAGING COSTS AND EXPENSES RELATED TO THE OPERATION OF LOCATION AT WHICH BUSINESS IS CONDUCTED (RENT, OFFICE SUPPLIES, ETC.,), 10% SPENT DURING REGULAR BUSINESS HOURS. INDEPENDENT INSURANCE AGENT THROUGH VARIOUS AGENCIES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-19 |
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