Derek James Elrod

Current Employers

Employment History

• 06/2004 → 12/2019
  Rb Capital Management, Llc
  Fresno, CA
• 05/2011 → Present
  Apw Capital, Inc.
  Rockaway, NJ
• 03/2018 → Present
  Bridgewealth Advisory Group, Llc
  Fresno, CA

Previous Registrations

• 2016-01-08 → 2020-02-12
  Rb Capital Management, Llc
  Fresno, CA
  Fresno, CA
• 2005-05-25 → 2015-12-31
  Rb Capital Management, Llc
  Fresno, CA
  Fresno, CA

Other Businesses

(1) Elrod Farming - Partner, Non-investment related 14379 Road 24, Madera, CA 93637 Agriculture, started in 2000 1% of time. (2) RDJ 1 & 2, Not investment related, 14379 Rd 24, Madera, CA, Farming, VP, Administrative duties, 3% of time // (3) BGA Insurance, Not investment related, 2900 Bristol Street, Costa Mesa, California, 92626, Insurance, Independent Contractor, 11/05/2025, 1, None (4) Annuity Source - Insurance, Independent Contractor, Since 2/2016, 1% of time. (5) Bridgewealth Advisory Group, LLC; investment related; Fresno, CA; Type of Business: RIA; Start Date: 7/1/2018; Title: Partner; Duties: financial planning; Time Spent: 170 hrs/month. (6) RDJ Disc Sales, Inc.; not investment related; Medera, CA; Type of business: Almond export sales; Start date: 6/27/2018; Duties: None; Time spent: 0. (7) RDJ Sales, LLC; not investment related; Madera, CA; Type of business: Almond export sales; Start date: 6/27/2018; Duties: None; Time spent: 0. (8) RDJ Investment Properties, LLC - non investment related, Madera, CA Type of Business: Real Estate, Managing Member, Time spent - 1% (9) E&G Investment Properties, LLC - non investment related, Madera, CA Type of Business: Real Estate, Managing Member, Time spent - 1% (10) Nichols Financial Strategies Life Insurance, Investment related: No, 465 E Fir Ave., Suite 105, Fresno, CA, 93720, Life Insurance agent , Life Insurance Agent, 05/31/2024, 1 hour per month , Local company to use for clients requesting life insurance when needed to provide quotes and assist with paperwork. Responsible for application, clients signatures and follow-up process. (11) Bridgewealth Investment Properties, LLC, Investment related: No, 986 W. Alluvial, Suite 101, Fresno, CA, 93711, Purchased our office building for Bridgewealth Advisory Group, Member, 12/01/2021, 1 hour, Manage Office and tenant (12) Gentile Real Estate , Investment related: Yes, 695 w. Cromwell Ave, Suite 102, Fresno, CA, 93711, , Realtor, 01/01/2023, 1 hour weekly, Refer business (13) Shaver Lake investment properties, LLC, investment related: Yes 12679 Friant View Lane Fresno, Ca 93730, investment property 1 hour a week (14) DA Shaver Investments, LLC; investment related: Yes; 40416 Wild Rose Ln. Shaver Lake, CA 93664; Owner; 1 hour per month devoted to this, all during during securities trading hours; All properties have dedicated property manager's to handle mgmt.

Exams

• S66 Uniform Combined State Law Examination
  2004-05-27

Designations