Pamela Ann Rodriguez

Current Employers

Employment History

• 12/2014 → Present
  Lpl Financial Llc
  Fairfax, VA
• 04/2019 → Present
  Integrated Wealth Concepts, Llc
  Fairfax, VA
• 11/2014 → 04/2019
  Davinci Financial Designs, Llc
  Alexandria, VA

Previous Registrations

• 2016-06-29 → 2020-10-07
  Lpl Financial Llc
  Alexandria, VA
  San Diego, CA
  Alexandria, VA
  Fairfax, VA
• 2014-12-09 → 2019-04-26
  Davinci Financial Designs
  Alexandria, VA
  Columbia, SC
• 2005-09-02 → 2014-12-18
  First Command Brokerage Services, Inc.
  65189 Wiesbaden
  Camp Springs, MD
  61231 Bad Nauheim
  Kaiserslautern
  67661 Kaiserslautern
  Arlington, VA
• 2005-08-26 → 2005-09-02
  First Command Bank
  Fort Worth, TX

Other Businesses

(1) 10/24/2016: PR Planning LLC - Business Entity For Tax/Investment Purposes Only - INV REL - Start 05/01/2016 - at reported location(s) - This is an entity for tax purposes for financial planning business and for the development of financial plans and administrative functions. - 40 Hr/Mo; 2 During Secs Trdg Hrs (2) 6/19/2019 - DBA - Phoenix Wealth Strategies - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 04/24/2019 - 160 Hours Per Month/40 Hours During Securities Trading. (3) 8/27/2019 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 07/01/2019 - 10 Hours Per Month During Securities Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-08-25
• S63 Uniform Securities Agent State Law Examination
  2004-03-30

Designations

Other Names

• Pamela Ann Mayberry