Jose Luis Rodriguez

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2025-10-20
TX	RA	APPROVED	2025-10-20

Branch Locations

137 Jackson Ave, Syosset, NY 11791 • United States

145 Fulton Ave, Hempstead, NY 11550 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Freeport	NY	12/2022	03/2023
Portables Choice Group	Nanuet	NY	12/2013	09/2022
Choice Products And Services	Syosset	NY	01/2013	08/2021
Arch Telecom-	Irvine	CA	09/2022	09/2022
Bank Of America, N.A.	Freeport	NY	03/2023	10/2025
Wells Fargo Clearing Services, Llc.	Melville	NY	10/2025	Present

12/2022 → 03/2023

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Freeport, NY
12/2013 → 09/2022

Portables Choice Group

Nanuet, NY
01/2013 → 08/2021

Choice Products And Services

Syosset, NY
09/2022 → 09/2022

Arch Telecom-

Irvine, CA
03/2023 → 10/2025

Bank Of America, N.A.

Freeport, NY
10/2025 → Present

Wells Fargo Clearing Services, Llc.

Melville, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-04-19