Doyle Rodney Tracer

Current Employers

Employment History

• 06/2010 → 08/2023
  Equitable Advisors, Llc
  Fort Worth, TX
• 08/2023 → Present
  Victory Financial
  Southlake, TX
• 10/2023 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2011-02-16 → 2023-08-25
  Equitable Advisors, Llc
  Fort Worth, TX
  Southlake, TX

Other Businesses

1. Victory Financial Group. Investment related. At Registered Location. RIA. Partner and Advisor, Start Date: 8/23/2023. 100 hrs/ month; 80 hrs/ month during securities trading hours; Meeting with clients to provide financial planning advise. 2. Glasswater Retreat. Investment Related. 3412 SCENIC POINT DR. #106, GRAFORD, TX 76449. RENTAL PROPERTY. OWNER. START DATE 5/28/2021. 5 hrs/ month; 3 hrs/ month during securities trading hours. Managing the short term rental property-organizing cleaning service, lawn, exterminator etc along with managing online VRBO website and answering renter questions via email. 3. Bobcat Youth Football Organization. Not Investment related. PO BOX 1095, Roanoke, TX, 76262. Non Profit. Board Member supporting youth football organization. Director of Sponsorships. Start Date: 8/1/2023. 6 hrs/ month; None during trading. Help manage sponsorships and build relationships with local business owners while also helping with field setup during game days, organizing sponsorship requests, coaching youth football players. 4. Fixed Insurance. Investment related. At the registered location. Fixed/ Traditional Insurance. Agent. Start Date: 10/2023. 1 hr/ month. 1 hr/ month during trading. Sales of fixed/ traditional insurance products.

Exams

• S66 Uniform Combined State Law Examination
  2010-08-14

Other Names

• Rodney Tracer