Daniel Isaias Rodriguez

Employer firm

Level Four Advisory Services CRD 134086

$6.54B regulatory AUM 98 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2008 → Present
  Carr, Riggs & Ingram
  Tallahassee, FL
• 01/2012 → 11/2019
  Wealth Advisors - Southeast, Inc.
  Tallahassee, FL
• 06/2011 → Present
  Allen Mooney & Barnes Brokerage
  Thomasville, GA
• 11/2019 → Present
  Level Four Advisory Services
  Plano, TX

Previous Registrations

• 2012-04-30 → 2020-03-19
  Wealth Advisors-Southeast, Inc.
  Marianna, FL

Other Businesses

1.CARR RIGGS & INGRAM CPA (CRI)---CPA IN AN ACCOUNTING FIRM. 2. WEALTH ADVISORS OF THE SOUTHEAST (WASE)SINCE 2011. WASE IS AN RIA AFFILIATED WITH CRI. INVESTED RELATED AND WORKS AS A PROFESSIONAL PARTNER WITH ALLEN, MOONEY & BARNES BROKERAGE SERVICES APPROX 10 HOURS PER WEEK. 2. Effective July 1, 2019, Carr, Riggs & Ingram, LLC spun off the TPA business into a separate entity - CRI TPA Services, LLC. I am the CEO of that organization. My business address remains the same, and I am still paid by and affiliated with Carr, Riggs & Ingram, LLC.

Exams

• S66 Uniform Combined State Law Examination
  2011-07-25

Other Names

• Danny Rodriguez
• Daniel Isaias Rodriguez
• Daniel I Rodriguez