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Daniel A Rodriguez

Morgan Stanley

Naples, FL

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-27
TX RA APPROVED 2024-10-25
  • FL RA
    APPROVED
    Since 2025-03-27
  • TX RA
    APPROVED
    Since 2024-10-25

Branch Locations

8889 Pelican Bay Boulevard Suite 300, Naples, FL 34108 • 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
Morgan Stanley Tampa FL 06/2021 03/2025
Boom Media Global West Palm Beach FL 06/2019 07/2019
Unemployed Stuart FL 05/2020 06/2021
Full-Time Education Oswego NY 06/2016 05/2018
Full-Time Education Lakeland FL 05/2018 05/2020
Morgan Stanley Naples FL 03/2025 Present
  • 06/2021 → 03/2025
    Morgan Stanley
    Tampa, FL
  • 06/2019 → 07/2019
    Boom Media Global
    West Palm Beach, FL
  • 05/2020 → 06/2021
    Unemployed
    Stuart, FL
  • 06/2016 → 05/2018
    Full-Time Education
    Oswego, NY
  • 05/2018 → 05/2020
    Full-Time Education
    Lakeland, FL
  • 03/2025 → Present
    Morgan Stanley
    Naples, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-06-28
  • S66 Uniform Combined State Law Examination
    2024-06-28

View on SEC IAPD

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Other Offices

TRUIST ADVISORY SERVICES, INC. · NAPLES, FL
TRUIST ADVISORY SERVICES, INC. · NAPLES, FL
WELLS FARGO CLEARING SERVICES, LLC · NAPLES, FL
J.P. MORGAN SECURITIES LLC · NAPLES, FL
SYNOVUS SECURITIES, INC. · NAPLES, FL
LPL FINANCIAL LLC · NAPLES, FL
CAPITAL WEALTH PLANNING, LLC · NAPLES, FL
AMERIPRISE FINANCIAL SERVICES, LLC · NAPLES, FL

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