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Timothy Adam Carpenter

Rhodo Wealth Management LLC

Geneva, IL

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Current Employers
Rhodo Wealth Management Llc

25 N River Ln, Geneva, IL 60134 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-03-11
IL RA APPROVED 2024-07-12
  • TX RA
    APPROVED_RES
    Since 2026-03-11
  • IL RA
    APPROVED
    Since 2024-07-12

Branch Locations

25 N River Ln, Geneva, IL 60134 • 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
OrganizationCityStateFromTo
Pruco Securities Llc Downers Grove IL 10/2015 04/2017
Foothills Financial Planning Phoenix AZ 01/2020 05/2023
Bridge Financial Technology Chicago IL 04/2017 12/2019
Prudential Financial Downers Grove IL 11/2015 03/2017
Savant Wealth Management Rockford IL 05/2023 05/2024
Rhodo Wealth Management Llc Elburn IL 05/2024 Present
  • 10/2015 → 04/2017
    Pruco Securities Llc
    Downers Grove, IL
  • 01/2020 → 05/2023
    Foothills Financial Planning
    Phoenix, AZ
  • 04/2017 → 12/2019
    Bridge Financial Technology
    Chicago, IL
  • 11/2015 → 03/2017
    Prudential Financial
    Downers Grove, IL
  • 05/2023 → 05/2024
    Savant Wealth Management
    Rockford, IL
  • 05/2024 → Present
    Rhodo Wealth Management Llc
    Elburn, IL
Previous Registrations
  • 2023-05-17 → 2024-06-03
    Savant Wealth Management
    Naperville, IL
    Rockford, IL
  • 2021-10-29 → 2023-04-27
    Foothills Financial Planning & Wealth Management, Llc
    Phoenix, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-02-27
S63 Uniform Securities Agent State Law Examination 2015-11-20
  • S65 Uniform Investment Adviser Law Examination
    2020-02-27
  • S63 Uniform Securities Agent State Law Examination
    2015-11-20
Designations

View on SEC IAPD

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LISA ANNETTE CONRATH-BOVA
Sharon Ann Piet
Michael James Holevas
Joshua G Zaccanti
Tyler F Wielgos
LAURA MARIE KEILMAN

Other Offices

LONG PLANNING, LLC · GENEVA, IL
LENITY FINANCIAL, INC. · Geneva, IL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Geneva, IL
MORGAN STANLEY · GENEVA, IL
OSAIC WEALTH, INC. · Geneva, IL
HARBOUR INVESTMENTS, INC. · GENEVA, IL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Geneva, IL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Geneva, IL

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