Daniel E. Rodriguez

SENSUS WEALTH MANAGEMENT GROUP LLC

San Antonio, TX 78230

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CRD#: 2386410

Professional summary

Daniel Eugene Rodriguez, who also goes by Danny Rodriguez, is a registered financial advisor currently at SENSUS WEALTH MANAGEMENT GROUP LLC located in San Antonio, Texas.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Daniel has worked at 6 firms and has passed the Series 65, Series 63, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Danny 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.

Dan has a current insurance license and receives commissions for policies sold. Less than 5% of time id devoted to this business. SENSUS Capital Group LLC (formerly known as PRF Capital Group LLC), Managing Member: This is a limited liability company providing capital formation and management consulting services, managing member. Investor Funding - Roof Top Living Near the Pearl LLC ("Investor Funding"), Managing Meber: This is a limited liability company wholly owned by SENSUS Capital Group LLC, engaged in residential real estate development. Oleander Roof Top Living Near the Pearl LLC, Managing Member: This is a limited liability company wholly owned by SENSUS Capital Group LLC, engaged in residential real estate development. SENSUS Entertainment Group LLC, Vice President: This is a limited liability company engaged in musical entertainment.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Eugene 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

October 7, 2013 - Present

SENSUS WEALTH MANAGEMENT GROUP LLC

Office #1: 8000 Ih 10 West Suite 1500, San Antonio, TX 78230

RIA

CRD#: 153357

San Antonio, TX

Past

October 19, 2018 - April 16, 2021

FACILITAR CAPITAL GROUP LLC

RIA

CRD#: 297339

SAN ANTONIO, TX

Past

September 26, 2007 - October 14, 2013

INVESTMENT PROFESSIONALS, INC.

RIA

CRD#: 30184

SAN ANTONIO, TX

Past

September 29, 2004 - October 14, 2013

INVESTMENT PROFESSIONALS, INC.

CRD#: 30184

SAN ANTONIO, TX

Past

January 1, 2004 - October 15, 2004

CETERA ADVISORS LLC

RIA

CRD#: 10299

SAN ANTONIO, TX

Past

January 1, 2004 - October 15, 2004

CETERA ADVISORS LLC

CRD#: 10299

GREENWOOD VILLAGE, CO

Past

July 9, 1998 - January 1, 2004

IFG ADVISORY SERVICES INC

RIA

CRD#: 105316

SAN ANTONIO, TX

Past

March 24, 1997 - January 2, 2004

IFG NETWORK SECURITIES, INC.

CRD#: 19948

ATLANTA, GA

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(10/7/2013)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/25/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/1/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 11/7/1997

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/14/1997

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 8/15/2006

General Securities Principal Examination

Current Firm

SENSUS WEALTH MANAGEMENT GROUP LLC

OPCION ADVISORS LLC | SENSUS WEALTH MANAGEMENT GROUP LLC | OPCION MANAGEMENT LLC

CRD#: 153357 / SEC#:

Texas

Registered Investment Advisory firm - (2/17/2012 Approved)

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Contact information

Main Address

8000 Ih 10 West Suite 1500, San Antonio, TX 78230

Mailing Address

8000 Ih 10 West Suite 1500, San Antonio, TX 78230

Phone number

(210) 735-4000

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	120
AUM (Assets Under Management)	$ 30,405,686

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.

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Advisor Monitoring

Firm Stability Insights

Daniel E. Rodriguez

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Eugene Rodriguez's CRS (Customer Relationship Summary).

Certified licenses

Experience

FACILITAR CAPITAL GROUP LLC

INVESTMENT PROFESSIONALS, INC.

INVESTMENT PROFESSIONALS, INC.

CETERA ADVISORS LLC

CETERA ADVISORS LLC

IFG ADVISORY SERVICES INC

IFG NETWORK SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/25/2007

Series 63

Date: 5/1/2006

Series 7

Date: 11/7/1997

Series 6

Date: 3/14/1997

Series 24

Date: 8/15/2006

Current Firm

SENSUS WEALTH MANAGEMENT GROUP LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SENSUS WEALTH MANAGEMENT GROUP LLC

TRUST BUT VERIFY

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