Raymond Anthony Rodriguez

Current Employers

Private Group Wealth Management, Llc

Fredericksburg, TX • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2005-09-02

TX RA
APPROVED

Since 2005-09-02

Branch Locations

Fort Lauderdale, FL • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination Yes

Employment History

Organization	City	State	From	To
Private Group Wealth Management, Llc	Corpus Christi	TX	05/2005	Present
Aragon Value Partners, Llc	Coral Gables	FL	09/2016	10/2019

05/2005 → Present

Private Group Wealth Management, Llc

Corpus Christi, TX
09/2016 → 10/2019

Aragon Value Partners, Llc

Coral Gables, FL

Previous Registrations

2017-03-01 → 2022-11-30

Aragon Value Partners, Llc

Fort Lauderdale, FL
2003-07-01 → 2005-04-28

Wells Fargo Clearing Services, Llc

Corpus Christi, TX
2000-06-02 → 2003-07-01

Prudential Equity Group, Llc

Corpus Christi, TX

Other Businesses

Private Group Wealth Management, LLC 150 East Main Street Suite 206 Fredericksburg, Texas 78624 Registered Investment Advisor Partner and CCO March, 2005 Hours per month devoted: 30 Investment Advisor and CCO

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1994-11-22
S65	Uniform Investment Adviser Law Examination	1994-10-11

S63 Uniform Securities Agent State Law Examination

1994-11-22
S65 Uniform Investment Adviser Law Examination

1994-10-11

View on SEC IAPD