Inactive

Rodney Edward James

Vineyard Family Wealth Advisors

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Current Employers

Vineyard Family Wealth Advisors

800 Town And Country Boulevard Suite 500, Houston, TX 77024 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2022-09-22

TX RA
APPROVED

Since 2022-09-22

Branch Locations

800 Town And Country Boulevard Suite 500, Houston, TX 77024 • 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
Kanaly Trust	Houston	TX	10/2012	05/2017
Mercer Global Advisors Inc.	Houston	TX	05/2017	03/2021
Vineyard Family Wealth, Llc	Houston	TX	03/2021	Present
Everkey Financial Llc	Houston	TX	01/2023	03/2023

10/2012 → 05/2017

Kanaly Trust

Houston, TX
05/2017 → 03/2021

Mercer Global Advisors Inc.

Houston, TX
03/2021 → Present

Vineyard Family Wealth, Llc

Houston, TX
01/2023 → 03/2023

Everkey Financial Llc

Houston, TX

Previous Registrations

2023-03-28 → 2023-04-05

Everkey Financial Llc

Katy, TX
2017-05-09 → 2021-03-29

Mercer Global Advisors Inc.

Houston, TX
2010-10-26 → 2012-10-17

Alliancebernstein L.P.

New York, NY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2009-04-24

S66 Uniform Combined State Law Examination

2009-04-24

Designations

View on SEC IAPD

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