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AR

Alvaro F. Rodriguez

ADP BROKER-DEALER
Florham Park, NJ 07932
Some features on this profile are disabled
CRD#: 2076732
AR

Professional summary


Alvaro Fabian Rodriguez, who also goes by Al Rodriguez, is a registered financial professional currently at ADP BROKER-DEALER, INC. located in Florham Park, New Jersey.

Alvaro is registered as a RR (Registered Representative) and started their career in finance in 1990. Alvaro has worked at 9 firms and has passed the Series 63, SIE, Series 6 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Al Rodriguez

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) - BD


Click below to view Alvaro Fabian Rodriguez's CRS (Customer Relationship Summary).

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


Current

June 8, 2015 - Present

ADP BROKER-DEALER, INC.

Office #1: 71 Hanover Road, Florham Park, NJ 07932
BD
CRD#: 37693
Florham Park, NJ
Past

May 23, 2013 - June 9, 2015

CUNA BROKERAGE SERVICES, INC.

BD
CRD#: 13941
GREAT BEND, KS
Past

December 21, 2002 - September 9, 2004

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

December 21, 2002 - September 9, 2004

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, MA
Past

September 21, 2001 - September 22, 2004

NEW ENGLAND SECURITIES

BD
CRD#: 615
NEW YORK, NY
Past

November 20, 1998 - October 7, 1999

PAN-AMERICAN FINANCIAL ADVISERS

BD
CRD#: 15578
NEW ORLEANS, LA
Past

November 12, 1997 - March 4, 1998

FIDELITY DISTRIBUTORS COMPANY LLC

BD
CRD#: 17507
SMITHFIELD, RI
Past

July 20, 1990 - February 18, 1997

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

July 20, 1990 - February 18, 1997

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(12/7/2022)
RR
California
(8/23/2022)
RR
Florida
(8/16/2022)
RR
Georgia
(9/20/2021)
RR
Kansas
(4/26/2023)
RR
Louisiana
(5/18/2018)
RR
Michigan
(9/25/2024)
RR
Minnesota
(5/14/2025)
RR
New Jersey
(3/4/2019)
RR
Pennsylvania
(2/6/2024)
RR
Tennessee
(8/7/2024)
RR
Texas
(6/8/2015)
RR
Wisconsin
(11/3/2017)

Exams


State Security Law Exam
RR
Series 63
Date: 7/23/2013
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


AB
ADP BROKER-DEALER, INC.
ADP BROKER-DEALER, INC.

CRD#: 37693 / SEC#: , 8-47885

BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
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Contact information


Main Address
One Adp Boulevard, Roseland, NJ 07068-1786
Mailing Address
71 Hanover Road Ms - 580, Florham Park, NJ 07932
Phone number
(973) 712-2316
Established
New Jersey since 07/12/1994
Firm type
Corporation
Fiscal year end
June
Firm Size
Large
# of Employees

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
ADP ATLANTIC, LLCSHAREHOLDER
BARRENECHEA, PATRICIA MARGOTFINOP1715189
BLAKE, JAMES PATRICKPRESIDENT, DIRECTOR3078844
BOYLE, JAMES RICHARDAML OFFICER3137180
DOSPASSOS-KRIEG, KRISTIN ANNEDIRECTOR3079254
HANLEY, JUANITA DAVIDACHIEF COMPLIANCE OFFICER, VICE PRESIDENT5217439
HODGES, JEFFRY AARONDIRECTOR5865575
HUREAU, MICHAEL RAYDIRECTOR5990787
MCCUE, TERRANCERISK MANAGEMENT OFFICER7259942

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


ADP BROKER-DEALER, INC.

CRD#: 37693Florham Park, NJ 07932

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