Robert Renn Rothrock

Current Employers

Insight Folios

10800 Sikes Place Suite 110, Charlotte, NC 28277 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-06-16

TX RA
APPROVED

Since 2025-06-16

Branch Locations

550 South Watters Road Suite 240, Allen, TX 75013 • United States

10800 Sikes Place Suite 110, Charlotte, NC 28277 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

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

Employment History

Organization	City	State	From	To
American Health Benefits	Garland	TX	07/2002	Present
Consumer Shield Inc.	Garland	TX	01/2009	06/2023
Safe Retirements, Llc	Garland	TX	03/2009	06/2023
Texas Elite Advisory, Llc	Dallas	TX	04/2016	06/2025
Insight Folios, Inc.	Charlotte	NC	06/2025	Present
Rothrock Financial Group, Llc	Allen	TX	05/2024	Present

07/2002 → Present

American Health Benefits

Garland, TX
01/2009 → 06/2023

Consumer Shield Inc.

Garland, TX
03/2009 → 06/2023

Safe Retirements, Llc

Garland, TX
04/2016 → 06/2025

Texas Elite Advisory, Llc

Dallas, TX
06/2025 → Present

Insight Folios, Inc.

Charlotte, NC
05/2024 → Present

Rothrock Financial Group, Llc

Allen, TX

Previous Registrations

2016-05-12 → 2025-06-16

American Elite Advisory

Crowley, TX

Garland, TX

Garland, TX
2015-06-15 → 2015-11-13

Dower Strategic Capital, Inc.

Dallas, TX

Other Businesses

Rothrock Insurance Solutions; Not Investment-Related; 550 S Watters Rd. Suite 240, Allen, TX 75044; Insurance Agency; President; 03/2009-Present; 40-50 hrs/month; 1-2 Hours spent during trading hours daily; Focuses on marketing, life and health insurance, fixed and fixed-index annuities, and Medicare.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2014-07-17

S65 Uniform Investment Adviser Law Examination

2014-07-17

View on SEC IAPD