Fidelio Lopes Rodrigues

Current Employers

Employment History

• 03/1995 → Present
  Diversified Financial Services
  Scituate, MA
• 09/1999 → 06/2024
  Securities America, Inc.
  Quincy, MA
• 09/2002 → 06/2024
  Securities America Advisors, Inc.
  Quincy, MA
• 05/1997 → Present
  Fidelio Rodrigues
  Quincy, MA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Scituate, MA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Scituate, MA

Previous Registrations

• 2002-09-30 → 2024-06-14
  Securities America Advisors, Inc.
  Scituate, MA
  Quincy, MA

Other Businesses

***D/B/A POSITION: owner NATURE: FIDELIO RODRIGUES, TAX PREPARATION-- OWNER INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 01/01/1996 ADDRESS: 47 Front St, Suite 3, Scituate MA 02066 DESCRIPTION: Tax preparation ***D/B/A POSITION: owner NATURE: FIDELIO RODRIGUES, NOTARY PUBLIC, OWNER INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2011 ADDRESS: 47 Front St, Suite 3, Scituate MA 02066 DESCRIPTION: Sometimes I notarize documents ***DBA POSITION: Owner NATURE: SECURITIES AMERICA ADVISORS - INVESTMENT ADVISORY - IAR INVESTMENT RELATED: Yes NUMBER OF HOURS: 1000 SECURITIES TRADING HOURS: 20 START DATE: 09/01/1999 ADDRESS: 47 Front St, Suite 3, Scituate MA 02066 DESCRIPTION: Portfolio management

Exams

• S66 Uniform Combined State Law Examination
  2001-08-29
• S65 Uniform Investment Adviser Law Examination
  1995-04-19
• S63 Uniform Securities Agent State Law Examination
  1991-12-06