Joseph Paul Rodriguez

Current Employers

Matriarch Wealth Management, Llc

Miami, FL • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2024-04-01

NY RA
APPROVED

Since 2024-04-01

Branch Locations

New York, NY • United States

Miami, FL • 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
Ubs Financial Services Inc.	Paramus	NJ	12/2018	03/2024
Unemployed	Montclair	NJ	05/2018	12/2018
Loyola University Maryland	Baltimore	MD	01/2015	05/2018
Matriarch Wealth Management, Llc	Miami	FL	04/2024	Present

12/2018 → 03/2024

Ubs Financial Services Inc.

Paramus, NJ
05/2018 → 12/2018

Unemployed

Montclair, NJ
01/2015 → 05/2018

Loyola University Maryland

Baltimore, MD
04/2024 → Present

Matriarch Wealth Management, Llc

Miami, FL

Previous Registrations

2020-02-05 → 2024-04-01

Ubs Financial Services Inc.

Paramus, NJ

Other Businesses

JALEX LLC / NOT INVESTMENT-RELATED / 20 MOUNT VERNON SQUARE VERONA, NJ 07044 / CONSULTANT / 12/17/24 / 10 HOURS PER MONTH / 0 HOURS DURING TRADING HOURS / BUSINESS CONSULTANT

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-02-04

S66 Uniform Combined State Law Examination

2020-02-04

Other Names

Joseph Paul Rodriguez
Joseph Paul Rodriguez
Joseph Rodriguez

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