David Rodarte
Professional summary
David Rodarte is a registered financial advisor currently at CAPITAL CONSULTING GROUP, INC .
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. David has worked at 6 firms and has passed the Series 65, Series 63 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view David Rodarte's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 12, 1997 - Present
CAPITAL CONSULTING GROUP, INC
January 18, 2002 - December 31, 2003
W.C. SMITH & COMPANY, INC.
March 30, 1999 - April 3, 2002
DELTA ASSET MANAGEMENT COMPANY, LLC
April 2, 1998 - February 18, 1999
W.C. SMITH & COMPANY, INC.
January 3, 1996 - December 31, 1997
FIRST SOUTHEASTERN SECURITIES GROUP, INCORPORATED
May 9, 1987 - January 26, 1996
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
May 9, 1987 - January 26, 1996
EQUITABLE ADVISORS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/12/1997)
Exams
Current Firm
CAPITAL CONSULTING GROUP, INC
CRD#: 152179 / SEC#:
Contact information
Red Flags
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