Kimberly Rodriguez

Current Employers

Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-04-04

TX RA
APPROVED

Since 2025-04-04

Branch Locations

One Destiny Way, Westlake, TX 76262-8103 • United States

North Richland Hills, TX • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

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

Employment History

Organization	City	State	From	To
Fidelity Brokerage Services Llc	Westlake	TX	08/2020	Present
Fidelity Talent Source Llc	Westlake	TX	03/2020	08/2020
Endeavor Southlake Opco Llc	Southlake	TX	02/2018	01/2020
R&T Roth Corporation Llc	North Richland Hills	TX	10/2016	02/2018

08/2020 → Present

Fidelity Brokerage Services Llc

Westlake, TX
03/2020 → 08/2020

Fidelity Talent Source Llc

Westlake, TX
02/2018 → 01/2020

Endeavor Southlake Opco Llc

Southlake, TX
10/2016 → 02/2018

R&T Roth Corporation Llc

North Richland Hills, TX

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-04-01
S63	Uniform Securities Agent State Law Examination	2020-12-17

S66 Uniform Combined State Law Examination

2025-04-01
S63 Uniform Securities Agent State Law Examination

2020-12-17

Other Names

Kimberly Elaine Chapman
Kimberly Rodriguez
Kimberly Chapman
Kimberly Elaine Rodriguez

View on SEC IAPD

Current Employers

Strategic Advisers Llc

Disclosures

Employment History

Exams

Other Names

Other Firms

Other Investors

Other Offices

Reviews