David Joseph Rodriguez

Employer firm

Minas Financial Planning CRD 310750

Reported services (Item 5G)

Financial planning
Selection of other advisers
Educational seminars

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

Current Employers

Minas Financial Planning

Hot Springs National Park, AR • United States

Current Registrations

Authority	Category	Status	Date
AR	RA	APPROVED	2025-01-09

AR RA
APPROVED

Since 2025-01-09

Branch Locations

Hot Springs National Park, AR • 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
Henderson State University	Arkadelphia	AR	07/2014	Present

07/2014 → Present

Henderson State University

Arkadelphia, AR

Other Businesses

I hold managing real estate brokers licenses in Illinois and Indiana. This is not investment related. I work under ROC Realty, which I founded in 2002. It is based out of Chicago. 5711 N Marmora Chicago IL 60646. These licenses permit me to acquire and dispose assets for my personal portfolio. I also use licenses to permit me to engage in property management. The total monthly time allocated to these activities is approximately 15 hours

Designations

Certified Financial Planner

Other Names

David Rodriguez

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