Best Investors Account Sign in
Inactive

Rodney Rodriguez La Fleur

Chequers Financial Management LLC

San Francisco, CA

Claim This Profile
Current Employers
Chequers Financial Management Llc

434 Jackson Street Suite A, San Francisco, CA 94111 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-08-26
  • CA RA
    APPROVED
    Since 2024-08-26

Branch Locations

434 Jackson Street Suite A, San Francisco, CA 94111 • 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
OrganizationCityStateFromTo
University Of California Berkeley CA 06/2016 05/2017
University Of California Berkeley CA 07/2016 02/2017
University Of California Berkeley CA 02/2017 05/2017
University Of California Berkeley CA 06/2017 07/2019
Brown University Providence RI 06/2019 07/2019
Teach For America New York NY 08/2019 06/2020
West Contra Costa Unified School District Contra Costa CA 08/2020 08/2023
Chequers Financial Management Llc San Francisco CA 08/2023 Present
  • 06/2016 → 05/2017
    University Of California
    Berkeley, CA
  • 07/2016 → 02/2017
    University Of California
    Berkeley, CA
  • 02/2017 → 05/2017
    University Of California
    Berkeley, CA
  • 06/2017 → 07/2019
    University Of California
    Berkeley, CA
  • 06/2019 → 07/2019
    Brown University
    Providence, RI
  • 08/2019 → 06/2020
    Teach For America
    New York, NY
  • 08/2020 → 08/2023
    West Contra Costa Unified School District
    Contra Costa, CA
  • 08/2023 → Present
    Chequers Financial Management Llc
    San Francisco, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-24
  • S65 Uniform Investment Adviser Law Examination
    2024-08-24

View on SEC IAPD

Other Firms

FORT POINT CAPITAL PARTNERS LLC
DIVISAR CAPITAL MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.
1SHARPE CAPITAL LLC
RBC SECURITIES, INC
STRATEGIC ADVISERS LLC
VALEAS CAPITAL PARTNERS
ZENTARA EXCHANGE LTD

Other Investors

TIMOTHY TODD MCDOWELL
JOHN HUGH MCDEVITT
JOSEPH WADE PITTS
MARK ALLAN ANDERSON
RALPH MELVILLE DRYBROUGH
PAUL ROBERT TOUCHSTONE
Jacob David Mahoney
ROBIN TICKNOR BRINCKERHOFF

Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

More in San Francisco, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor