Richard S Rodgers

Current Employers

Employment History

• 09/2014 → 01/2018
  Ameribuilder/Ameribuilder Mountain Properties, Llc
  Wildomar, CA
• 09/2010 → Present
  Dannah Investment Grp, Llc Dba Dannah Insurance Solutions, Llc
  Wildomar, CA
• 02/2018 → 11/2019
  Centaurus Financial Inc.
  Anaheim, CA
• 05/2017 → 02/2018
  Forest Securities Inc.
  Chicago, IL
• 09/2015 → 02/2018
  Avellino Financial Advisors Inc.
  Chicago, IL
• 11/2019 → 10/2022
  Dst Wealth Management, Llc
  Dallas, TX
• 02/2020 → 05/2023
  Benchmark Investments, Llc
  Midlothian, TX
• 11/2022 → Present
  Kingswood Wealth Advisors, Llc
  Midlothian, TX
• 05/2023 → Present
  Kingswood Capital Partners, Llc
  Dallas, TX

Previous Registrations

• 2019-12-09 → 2022-10-21
  Dst Wealth Management Llc
  Indian Wells, CA
  Dallas, TX
• 2018-02-27 → 2019-11-26
  Centaurus Financial, Inc.
  Coast Mesa, CA
  Indian Wells, CA
  Costa Mesa, CA
  Dallas, TX
  Anaheim, CA
• 2015-11-04 → 2018-03-26
  Avellino Financial Advisors, Inc.
  Murrieta, CA
  Hillside, IL

Other Businesses

1) Dannah Investment Group LLC - not investment related - 1717 Main St Suite 5650 Dallas TX 75201 - Financial consulting and insurance - CEO - 9/2010 - 90 hours - 50 hours - CFO consulting, insurance, advising company management on financial solutions including investments, insurance, cost-saving strategies and DST 3) Estate Planning Team - investment related - 1717 Main St Suite 5650 Dallas TX 75201 - deferred sales trusts - representative - 6/2018 - 10 hours - 5 hours - explain the deferred sales trust strategy to potential qualified clients VIP Auto Finance LLC,Is Not Investment Related,"1717 Main Street, Suite 5650, Dallas, TX, 75201, United States",Fin Tech Consumer Financing Marketplace,Consultant,9/1/2024,5 hours per month,0 hours per month during trading hours,Commission Compensation,Provide an opportunity for business owners to make more money by offering their customers a mobile consumer finance marketplace. Streamline Finance LLC,Is Not Investment Related,"1717 Main Street, Suite 5650, Dallas, TX, 75201, United States",Fin Tech Consumer Financing Marketplace,Consultant,9/1/2024,5 hours per month,0 hours per month during trading hours,Commission Compensation,Provide an opportunity for business owners to make more money by offering their customers a mobile consumer finance marketplace. Dannah Finance LLC,Is Not Investment Related,"1717 Main Street, Suite 5650, Dallas, TX, 75201, United States",Fin Tech Consumer Financing Marketplace,Consultant,9/1/2024,5 hours per month,0 hours per month during trading hours,Commission Compensation,Provide an opportunity for business owners to make more money by offering their customers a mobile consumer finance marketplace. Smart Choice Insurance Agency LLC,Is Not Investment Related,"1717 Main Street, Suite 5650, Dallas, TX, 75201, United States",Insurance Agency,Owner,11/6/2023,1 hours per month,1 hours per month during trading hours,Other Compensation,Equity owner in an insurance agency for a Harley Davidson dealership that has a high volume of transactions Dannah Capital Partners LLC,Is Not Investment Related,"1717 Main Street, Suite 5650, Dallas, TX, 75201, United States",Rental Property ownership and management,Owner,10/10/2023,2 hours per month,2 hours per month during trading hours,No Compensation Compensation,Property ownership and rental management Estate Planning Team,Is Investment Related,"1717 Main Street, Suite 5650, Dallas, TX, 75201, United States",Deferred Sales Trusts,Representative,6/1/2016,10 hours per month,5 hours per month during trading hours,Commission Compensation,explain the deferred sales trust strategy to potential qualified clients Dannah Investment Group,Is Not Investment Related,"1717 Main Street, Suite 5650, , Dallas, TX, 75201, United States",Financial Consulting and Insurance,Founder,1/1/2010,90 hours per month,50 hours per month during trading hours,Salary Compensation,"CFO consulting, insurance, advising company management on financial solutions including investments, insurance, cost-saving strategies and DST" Surety Insurance Agency LLC,Is Not Investment Related,"1717 Main Street, Suite 5650, Dallas, TX, 75201, United States",Insurance Agency,Owner,11/23/2023,1 hours per month,1 hours per month during trading hours,No Compensation Compensation,Equity owner in an Insurance Agency for a Motorsports dealership that has a high volume of transactions

Exams

• S63 Uniform Securities Agent State Law Examination
  2017-05-30
• S65 Uniform Investment Adviser Law Examination
  2015-09-14

Other Names

• Richard S Rodgers
• Richard Rodgers