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1065 Andrew Drive, West Chester, PA 19380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-07-15 |
Branch Locations
Scotch Plains, NJ • United States
1065 Andrew Drive, West Chester, PA 19380 • United States
137 North Second Street, Easton, PA 18042 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2020-03-17 |
Branch Locations
Scotch Plains, NJ • United States
137 North Second Street, Easton, PA 18042 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investment Advisors Asset Management, Llc | Westfield | NJ | 12/2005 | 03/2020 |
| Royal Alliance Associates, Inc. | Westfield | NJ | 11/2006 | 03/2020 |
| Iam Advisory Llc | Scotch Plains | NJ | 03/2020 | Present |
| Wealthcare Advisory Partners Llc | Easton | PA | 07/2026 | Present |
1) On a temporary and transitional basis, Mr. Rodman will be dually registered as an investment advisor representative with IAM Advisory LLC ("IAM") and Wealthcare Advisory Partners LLC ("WCAP"). IAM and WCAP are not affiliated entities. Following the transition of clients from IAM to WCAP, this dual affiliation will cease. 2) RSR Consulting, LLC Position: Sole Proprietor Nature: LLC Investment Related: No Number of Hours: 1 Investment Related Hours: 0 Start Date: 09/08/2014 Address: 103 Tillinghast Turn, Scotch Plains, NJ 07076 Description: Consulting services for automobile carriers. 3) Richard Rodman; Not Investment Related; 103 Tillinghast Turn, Scotch Plains, NJ 07076; Sole Proprietorship; Financial Author; 06/18/2023; 2 Hours Per Month; Description: Author of published books.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-04-19 |
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