DR
David M. Rhoads
INTERACTIVE FINANCIAL ADVISORS
Manassas, VA 20110
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CRD#: 2602723
DR
Professional summary
David Michael Rhoads is a registered financial advisor currently at INTERACTIVE FINANCIAL ADVISORS located in Manassas, Virginia.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. David has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
RHOADS CAPITAL GROUP, INC. INSURANCE SALES 8405 DORSEY CIRCLE, SUITE 202 MANASSAS, VA 20110 OWNER/BROKER 01/01/2000 50% OF HOURS SELLING PROPERTY/CASUALTY, LIFE/HEALTH POSITION: INVESTMENT ADVISOR REPRESENTATIVE NATURE: SELLING EXCHANGE TRADED FUNDS PORTFOLIOS INVESTMENT RELATED: YES HOURS: 100 INVESTMENT RELATED HOURS: 25 START DATE: 09/01/2004 ADDRESS: 8405 DORSEY CIRCLE, SUITE 202, MANASSAS VA 20110 DESCRIPTION: INVESTMENT ADVISOR REPRESENTATIVE FOR INTERACTIVE FINANCIAL ASVISORS TEACHES TENNIS
CRS (Client Relationship Summary) - RIA
Click below to view David Michael Rhoads'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®
NoneExperience
Current
April 22, 2005 - Present
INTERACTIVE FINANCIAL ADVISORS
Office #1: 8859 Sudley Rd, Suite 102, Manassas, VA 20110RIA
CRD#: 125117
Manassas, VA
Past
February 4, 2013 - May 29, 2024
FORTUNE FINANCIAL SERVICES, INC.
BD
CRD#: 42150
Manassas, VA
Past
July 1, 2010 - December 31, 2011
GWN SECURITIES INC.
BD
CRD#: 128929
MANASSAS, VA
Past
February 15, 2005 - July 1, 2010
MM ASCEND LIFE INVESTOR SERVICES, LLC
BD
CRD#: 36451
CINCINNATI, OH
Past
January 2, 2001 - February 15, 2005
PMG SECURITIES CORPORATION
BD
CRD#: 27107
ELGIN, IL
Past
April 6, 1995 - December 31, 2000
VOYA FINANCIAL ADVISORS, INC.
BD
CRD#: 2882
WINDSOR, CT
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IF
INTERACTIVE FINANCIAL ADVISORS
INTERACTIVE FINANCIAL ADVISORS | JOANNE M. WOITESHEK/INTERACTIVE FINANCIAL ADVISORS | INTERACTIVE FINANCIAL ADVISORS, INC.
CRD#: 125117 / SEC#: 801-63771
RIA
Registered Investment Advisory firm - (1/3/2005 Approved)Arizona
Registered Investment Advisory firm - (1/4/2005 Terminated)California
Registered Investment Advisory firm - (1/4/2005 Terminated)Colorado
Registered Investment Advisory firm - (2/3/2005 Terminated)Florida
Registered Investment Advisory firm - (1/4/2005 Terminated)Georgia
Registered Investment Advisory firm - (1/4/2005 Terminated)Illinois
Registered Investment Advisory firm - (1/4/2005 Terminated)North Carolina
Registered Investment Advisory firm - (1/4/2005 Terminated)Tennessee
Registered Investment Advisory firm - (2/3/2005 Terminated)Texas
Registered Investment Advisory firm - (1/4/2005 Terminated)Virginia
Registered Investment Advisory firm - (1/4/2005 Terminated)Wisconsin
Registered Investment Advisory firm - (1/5/2005 Terminated)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
Virginia(4/22/2005)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
IF
INTERACTIVE FINANCIAL ADVISORS
INTERACTIVE FINANCIAL ADVISORS | JOANNE M. WOITESHEK/INTERACTIVE FINANCIAL ADVISORS | INTERACTIVE FINANCIAL ADVISORS, INC.
CRD#: 125117 / SEC#: 801-63771
RIA
Registered Investment Advisory firm - (1/3/2005 Approved)Arizona
Registered Investment Advisory firm - (1/4/2005 Terminated)California
Registered Investment Advisory firm - (1/4/2005 Terminated)Colorado
Registered Investment Advisory firm - (2/3/2005 Terminated)Florida
Registered Investment Advisory firm - (1/4/2005 Terminated)Georgia
Registered Investment Advisory firm - (1/4/2005 Terminated)Illinois
Registered Investment Advisory firm - (1/4/2005 Terminated)North Carolina
Registered Investment Advisory firm - (1/4/2005 Terminated)Tennessee
Registered Investment Advisory firm - (2/3/2005 Terminated)Texas
Registered Investment Advisory firm - (1/4/2005 Terminated)Virginia
Registered Investment Advisory firm - (1/4/2005 Terminated)Wisconsin
Registered Investment Advisory firm - (1/5/2005 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
100 Batson Ct. Suite 104, New Lenox, IL 60451
Mailing Address
Phone number
(630) 472-1300
Established
Firm type
Fiscal year end
# of Employees
37
SEC notice filing (29 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,858 |
| AUM (Assets Under Management) | $ 337,782,613 |
Red Flags
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Company Information
INTERACTIVE FINANCIAL ADVISORS
CRD#: 125117Manassas, VA 20110TRUST BUT VERIFY
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Contact information
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