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Chicago, IL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-09-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Envision Wealth Planning Inc. | Chicago | IL | 11/2019 | 01/2022 |
| City Of Chicago | Chicago | IL | 10/2007 | Present |
| Prism Wealth Planning Ltd. | Chicago | IL | 07/2021 | Present |
Joaquin Rodgers is a Police Officer with the City of Chicago as a Crisis Intervention Instructor. This activity accounts for approximately 50% of his time during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-10-15 |
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