Eric Rodriguez

Current Employers

Core Planning

706 N Main St, Ofallon, MO 63366 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2026-05-28
MO	RA	APPROVED	2026-01-20

NJ RA
APPROVED

Since 2026-05-28
MO RA
APPROVED

Since 2026-01-20

Branch Locations

Cherry Hill, NJ • United States

706 N Main St, Ofallon, MO 63366 • United States

Disclosures

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.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Wfg Insurance Agency	Cedar Rapids	IA	02/2020	Present
Xpress Recon Llc	Sterling	VA	04/2012	02/2020
Tapfin/Ey	Hoboken	NJ	06/2025	12/2025
Core Planning, Llc	Ofallon	MO	12/2025	Present
Magellan Federal	Egg Harbor Township	NJ	07/2025	Present

02/2020 → Present

Wfg Insurance Agency

Cedar Rapids, IA
04/2012 → 02/2020

Xpress Recon Llc

Sterling, VA
06/2025 → 12/2025

Tapfin/Ey

Hoboken, NJ
12/2025 → Present

Core Planning, Llc

Ofallon, MO
07/2025 → Present

Magellan Federal

Egg Harbor Township, NJ

Previous Registrations

2025-06-12 → 2025-07-18

Ernst & Young Investment Advisers Llp

Cherry Hill, NJ

Hoboken, NJ

Other Businesses

Licensed Insurance Agent/ Independent Contractor with WFG Insurance Agency. Remote work in NJ. Helping Individuals purchase insurance. It is not Investment related. Start date of 4/2020 and currently involved on a as need basis. 1- 3 hours per weekends.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-03-08
S63	Uniform Securities Agent State Law Examination	2010-03-20

S65 Uniform Investment Adviser Law Examination

2024-03-08
S63 Uniform Securities Agent State Law Examination

2010-03-20

View on SEC IAPD