Kyle Rodgers

Current Employers

Employment History

• 11/2015 → Present
  Dannah Investment Group, Llc
  Murrieta, CA
• 04/2018 → 11/2019
  Centaurus Financial Inc.
  Anaheim, CA
• 06/2017 → 03/2018
  Forest Securities, Inc.
  Chicago, IL
• 11/2019 → 10/2022
  Dst Wealth Management, Llc
  Dallas, TX
• 11/2022 → Present
  Kingswood Wealth Advisors, Llc
  Ovilla, TX
• 02/2020 → 05/2023
  Benchmark Investments, Llc
  Ovilla, TX
• 05/2023 → Present
  Kingswood Capital Partners, Llc
  Dallas, TX

Previous Registrations

• 2019-12-09 → 2022-10-25
  Dst Wealth Management Llc
  Dallas, TX
  Indian Wells, CA
• 2019-07-22 → 2019-11-26
  Centaurus Financial, Inc.
  Costa Mesa, CA
  Indian Wells, CA
  Dallas, TX
  Anaheim, CA

Other Businesses

1)Dannah Investment Group, LLC - non-investment related - 1717 Main St Suite 5650 Dallas Tx 75201 - property casualty insurance agency and business consulting - Vice President - 10/1/2015 - 20 hours - supervision of property casualty book and business consulting 2) Brotherhood for the Fallen- Dallas - not invetsment related - 1717 Main St Suite 5650 Dallas Tx 75201 - non profit benefiting the families of fallen police - board member - 5/1/2018 - 5 hours - 0 hours - fundraising and raising awareness for the organization "Dannah Finance, LLC",Is Not Investment Related,"1717 Main St., Suite 5650, Dallas, TX, 75201, United States",Fintec Lending Marketplace,Consultant,9/1/2024,5 hours per month,0 hours per month during trading hours,Commission Compensation,Discuss with business owners the opportunity to make more money in their business via a mobile consumer lending platform. "VIP Auto Finance, LLC",Is Not Investment Related,"1717 Main St., Suite 5650, Dallas, TX, 75201, United States",Fintec Consumer lending marketplace,Consultant,9/1/2024,5 hours per month,0 hours per month during trading hours,Commission Compensation,Discuss with business owners the opportunity to make more money in their business via a mobile consumer lending platform. "Streamline Finance, LLC",Is Not Investment Related,"1717 Main St., Suite 5650, Dallas, TX, 75201, United States",Fintec Consumer lending marketplace,Consultant,9/1/2024,5 hours per month,0 hours per month during trading hours,Commission Compensation,Discuss with business owners the opportunity to make more money in their business via a mobile consumer lending platform. America's Christian Credit Union,Is Not Investment Related,"2100 E Route 66, , Glendora, CA, 91740, United States",Credit Union,Volunteer,5/23/2022,5 hours per month,3 hours per month during trading hours,No Compensation Compensation,Assist the credit union on their supervisory committee to ensure accurate and effective reporting and operations at the credit union. Brotherhood for the Fallen,Is Not Investment Related,"1717 Main St., Suite 5650, Dallas, TX, 75201, United States",Non Profit,Board Member,7/1/2019,5 hours per month,0 hours per month during trading hours,No Compensation Compensation,Assist with fundraising and sharing the mission of brotherhood for the fallen which is to send officers from the dallas police department to the funerals of officers killed in the line of duty by felonious acts with a check for the surviving families. "Dannah Investment Group, LLC",Is Not Investment Related,"1717 Main St., Suite 5650, Dallas, TX, 75201, United States","Insurance, Business Consulting",CEO,9/1/2015,25 hours per month,15 hours per month during trading hours,Salary Compensation,Supervision of a property/casualty & life insurance agency as well as business consulting.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-07-18
• S63 Uniform Securities Agent State Law Examination
  2017-07-08

Other Names

• Kyle Edwin-Scott Rodgers
• Kyle Rodgers