Comischell Lee Bradley-Rodriguez

Employer firm

Vanguard Advisers, Inc. CRD 106715

$345B regulatory AUM 89,430 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 02/2015 → 03/2019
  New York Life Insurance Company
  San Diego, CA
• 08/2015 → 03/2019
  Nylife Securities Llc
  San Diego, CA
• 03/2019 → 12/2019
  United Brokerage Services, Inc
  Parkersburg, WV
• 04/2019 → 12/2019
  Marriott Hotel
  Parkersburg, WV
• 12/2019 → 06/2021
  Cuso Financial Services, Lp
  San Diego, CA
• 12/2019 → 06/2021
  Ohio University Credit Union
  Athens, OH
• 06/2019 → 10/2023
  Alexander Presbyterian Church
  Athens, OH
• 03/2020 → Present
  Kaleidoscope Institute
  Athens, OH
• 11/2022 → 05/2024
  Self-Employed
  Los Angeles, CA
• 08/2021 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 08/2021 → Present
  Vanguard Marketing Corporation
  Charlotte, NC
• 08/2021 → Present
  Vanguard Advisers, Inc.
  Charlotte, NC

Previous Registrations

• 2020-02-11 → 2021-06-04
  Cuso Financial Services, L.P.
  Athens, OH
  San Diego, CA
  Athens, OH

Other Businesses

NAME OF BUSINESS: KALEIDOSCOPE INSTITUTE INVESTMENT-RELATED ADDRESS: ATHENS, OH NATURE OF BUSINESS: NON-PROFIT POSITION: PRESIDENT/FOUNDER START DATE: 03/2020 APPROXIMATE HOURS/MONTH: 10 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: LEADERSHIP, EDUCATION, MARKETING, EVENT PLANNING NAME OF BUSINESS: RENTAL PROPERTY INVESTMENT-RELATED ADDRESS: ATHENS, OH NATURE OF BUSINESS: REAL ESTATE POSITION: OWNER START DATE: 11/2021 APPROXIMATE HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: RENTAL PROPERTY NAME OF BUSINESS: INSURANCE LICENSE INVESTMENT-RELATED ADDRESS: HUNTERSVILLE, NC NATURE OF BUSINESS: MAINTAIN ONLY POSITION: N/A START DATE: 08/2015 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAIN LICENSE ONLY

Exams

• S66 Uniform Combined State Law Examination
  2020-02-10
• S63 Uniform Securities Agent State Law Examination
  2016-03-28

Other Names

• Comischell Lee Rodriguez
• Comischell Lee Bradley
• Comischell Lee Bradley Rodriguez
• Comischell Bradley-Rodriguez
• Comischell Bradley Rodriguez