David W Rodgers

Current Employers

Employment History

• 12/2010 → 11/2016
  Wells Fargo Advisors Llc
  Philadelphia, PA
• 11/2016 → 06/2023
  Wells Fargo Clearing Services, Llc
  Philadelphia, PA
• 06/2023 → Present
  Lpl Financial, Llc
  Broomall, PA

Previous Registrations

• 2010-12-14 → 2023-07-06
  Wells Fargo Clearing Services, Llc
  Radnor, PA
  Broomall, PA
  Glen Mills, PA
  Wayne, PA
• 2008-03-24 → 2008-12-02
  Morgan Stanley & Co. Llc
  Philadelphia, PA

Other Businesses

1) 06/08/2023 - Real Estate Rental - Owner - Philadelphia, PA - Inv Rel - Start: 01/2017 - 5 Hr/Mth 2) 06/08/2023 - David W. Rodgers - Non-Variable Insurance - Life, LTC, Fixed Annuities - Inv Rel- At Reported Business Location(s) - Start: 06/2023 - 4 Hr/Mth 3) 07/14/2023 - Concord Wealth Advisors, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date 06/28/2023 - 160 Hours Per Month/ 160 Hours During Trading 4) 08/27/2024 - Coastal Insurance Consulting, LLC - Non-Variable Insurance - Producer - Investment Related - At Reported Business Location(s) - Start Date 09/02/2024 - 2 Hours per Month/ During Trading 5) 01/22/2026 - Concord Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/01/2026 - 160 Hours per Month/ 20 Hours During Trading

Exams

• S66 Uniform Combined State Law Examination
  2008-03-21

Designations

Other Names

• Dave W. Rodgers
• David W Rogers