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Daniel Robert Rodriguez

Hill Wealth Strategies

Richmond, VA

CRD 7326250

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Employer firm

Hill Wealth Strategies CRD 149511

16 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Selection of other advisers

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

Current Employers
Hill Wealth Strategies

10800 Midlothian Turnpike Suite 154, Richmond, VA 23235 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2021-01-14
  • VA RA
    APPROVED
    Since 2021-01-14

Branch Locations

10800 Midlothian Turnpike Suite 154, Richmond, VA 23235 • 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
Hill Wealth Strategies Richmond VA 01/2021 Present
Hill Wealth Strategies Richmond VA 02/2019 12/2020
Hampton Motor Corporation Hampton VA 08/2012 01/2019
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-11-17
  • S65 Uniform Investment Adviser Law Examination
    2020-11-17

View on SEC IAPD

Nearby Firms

TAYLOR HOFFMAN CAPITAL MANAGEMENT
WEALTHCARE CAPITAL MANAGEMENT LLC
WEST TOWER GROUP, LLC

Nearby Investors

BRANDON CHRISTOPHER TAYLOR
GABRIEL CHRISTOPHER HOFFMAN
RAYMOND ZSOLT KANYO

Nearby Offices

TAYLOR HOFFMAN CAPITAL MANAGEMENT · RICHMOND, VA
WEALTHCARE CAPITAL MANAGEMENT LLC · RICHMOND, VA
WEST TOWER GROUP, LLC · RICHMOND, VA

More in Richmond, VA

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