AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
KR

Karen M. Rodriguez

QUASAR DISTRIBUTORS
Los Angeles, CA 90017
Some features on this profile are disabled
CRD#: 2199907
KR

Professional summary


Karen Marie Rodriguez, CIMA®, who also goes by Karen Marie Damron, Karen Marie Rodriguez-damron, is a registered financial professional currently at QUASAR DISTRIBUTORS, LLC located in Los Angeles, California.

Karen is registered as a RR (Registered Representative) and started their career in finance in 1992. Karen has worked at 7 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Karen Marie Damron | Karen Marie Rodriguez-Damron

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 Karen Marie 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®
CIMA®

Experience


Current

November 12, 2013 - Present

QUASAR DISTRIBUTORS, LLC

Office #1: 601 S Figueroa Street 39th Floor, Los Angeles, CA 90017
BD
CRD#: 103848
Los Angeles, CA
Past

April 18, 2005 - March 8, 2011

QUASAR DISTRIBUTORS, LLC

BD
CRD#: 103848
PORTLAND, ME
Past

January 14, 2004 - March 31, 2005

STEPHENS

BD
CRD#: 3496
LITTLE ROCK, AR
Past

February 1, 2003 - October 30, 2003

TRANSAMERICA INVESTORS SECURITIES, LLC

BD
CRD#: 32205
HARRISON, NY
Past

April 10, 2001 - February 1, 2003

TRANSAMERICA SECURITIES SALES CORPORATION

BD
CRD#: 17970
LOS ANGELES, CA
Past

November 18, 1999 - October 3, 2000

JOHN HANCOCK DISTRIBUTORS LLC

BD
CRD#: 5249
BOSTON, MA
Past

April 24, 1998 - July 1, 1999

OLD SLIP CAPITAL MANAGEMENT, INC.

BD
CRD#: 7360
NEW YORK, NY
Past

December 21, 1992 - November 1, 1996

T. ROWE PRICE INVESTMENT SERVICES, INC.

BD
CRD#: 8348
BALTIMORE, MD

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
(1/13/2015)
RR
Alaska
(1/2/2015)
RR
Arizona
(1/7/2015)
RR
Arkansas
(1/5/2014)
RR
California
(12/6/2013)
RR
Colorado
(1/6/2015)
RR
Connecticut
(1/5/2015)
RR
Delaware
(1/9/2015)
RR
District of Columbia
(1/5/2015)
RR
Florida
(1/6/2015)
RR
Georgia
(1/7/2015)
RR
Hawaii
(1/15/2015)
RR
Idaho
(1/5/2015)
RR
Illinois
(1/5/2015)
RR
Indiana
(1/6/2015)
RR
Iowa
(1/6/2015)
RR
Kansas
(1/6/2015)
RR
Kentucky
(1/7/2015)
RR
Louisiana
(1/5/2015)
RR
Maine
(1/5/2015)
RR
Maryland
(1/6/2015)
RR
Massachusetts
(1/5/2015)
RR
Michigan
(1/5/2015)
RR
Minnesota
(1/5/2015)
RR
Mississippi
(1/7/2015)
RR
Missouri
(1/5/2015)
RR
Montana
(1/5/2015)
RR
Nebraska
(1/4/2022)
RR
Nevada
(1/13/2015)
RR
New Hampshire
(1/5/2015)
RR
New Jersey
(1/16/2015)
RR
New Mexico
(1/5/2015)
RR
New York
(1/12/2015)
RR
North Carolina
(1/9/2015)
RR
North Dakota
(1/8/2015)
RR
Ohio
(1/5/2015)
RR
Oklahoma
(1/7/2015)
RR
Oregon
(1/5/2015)
RR
Pennsylvania
(1/5/2015)
RR
Puerto Rico
(1/6/2022)
RR
Rhode Island
(1/5/2015)
RR
South Carolina
(1/5/2015)
RR
South Dakota
(1/5/2015)
RR
Texas
(1/6/2015)
RR
Utah
(1/5/2015)
RR
Vermont
(1/6/2015)
RR
Virginia
(1/8/2015)
RR
Washington
(1/5/2015)
RR
West Virginia
(1/12/2015)
RR
Wisconsin
(1/5/2015)
RR
Wyoming
(1/5/2015)

Exams


State Security Law Exam
RR
Series 63
Date: 12/5/2013
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


QD
QUASAR DISTRIBUTORS, LLC
QUASAR DISTRIBUTORS, LLC

CRD#: 103848 / SEC#: , 8-52323

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
190 Middle Street Suite 301, Portland, ME 04101
Mailing Address
190 Middle Street Suite 301, Portland, ME 04101
Phone number
(866) 251-6920
Established
Delaware since 01/21/2000
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (53 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
FORESIDE DISTRIBUTORS, LLCSOLE MEMBER
COWAN, TERESA MARIA KAZMIERSKIPRESIDENT/MANAGER/DIRECTOR1544189
EDELMAN, GABRIELSECRETARY6654419
LA FOND, SUSAN LORENEVICE PRESIDENT/CHIEF COMPLIANCE OFFICER/TREASURER4512785
LANZA, CHRISTOPHER CONTEVICE PRESIDENT2184856
MACCHIA, KATE SCHENDELVICE PRESIDENT4863973
SOMMERS, WESTONCFO/FINOP5290145

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


QUASAR DISTRIBUTORS, LLC

CRD#: 103848Los Angeles, CA 90017

TRUST BUT VERIFY

Monitor Karen Rodriguez

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Jon Derek Neuhaus
Jon NeuhausAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
El Segundo, CA
Kenneth Hickman
Kenneth HickmanAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Brea, CA
John Tanner Powell
John PowellAdvisorCheck Check Mark
EQUITABLE ADVISORS, LLC
IAR
RR
Los Angeles, CA
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics