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AR

Anthony M. Rodman

Some features on this profile are disabled
CRD#: 1079010
AR

Professional summary

Anthony Michael Rodman was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Anthony is a previously registered financial professional and started their career in finance in 2004. Prior to being barred, Anthony had worked at 1 firm, which includes BURCH CAPITAL MANAGEMENT INC..

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Tony Rodman

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

November 10, 2004 - May 25, 2005

BURCH CAPITAL MANAGEMENT, INC.

BD
CRD#: 28095
DALLAS, TX

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
Series 63
Date: 11/10/2004
Uniform Securities Agent State Law Examination

Current Firm

BC
BURCH CAPITAL MANAGEMENT, INC.
BURCH CAPITAL MANAGEMENT, INC.

CRD#: 28095 / SEC#: , 8-43454

BD
Terminated by SEC on 12/31/2007
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Contact information

Main Address
Mailing Address
Phone number
Established
Texas since 01/11/1991
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents

Direct owners and executive officers

NamePositionCRD#
BURCH, DAVID FRANKPRESIDENT1080643

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

BURCH CAPITAL MANAGEMENT, INC.

CRD#: 28095

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