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RD

Rodrick W. Dow

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CRD#: 2855724
RD

Professional summary


Rodrick Wayne Dow was suspended by undefined from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Rodrick Wayne Dow was a registered financial professional .

Rodrick is a previously registered financial professional and started their career in finance in 1997. Rodrick had worked at 8 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

August 8, 2016 - March 19, 2018

SECURITIES AMERICA, INC.

BD
CRD#: 10205
HOUSTON, TX
Past

August 5, 2016 - March 19, 2018

SECURITIES AMERICA ADVISORS, INC.

RIA
CRD#: 110518
HOUSTON, TX
Past

January 25, 2013 - August 18, 2016

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
HOUSTON, TX
Past

January 25, 2013 - August 18, 2016

CETERA FINANCIAL SPECIALISTS LLC

BD
CRD#: 10358
HOUSTON, TX
Past

January 9, 2013 - February 8, 2013

CENTAURUS FINANCIAL, INC.

RIA
CRD#: 30833
ANAHEIM, CA
Past

January 9, 2013 - February 8, 2013

CENTAURUS FINANCIAL, INC.

BD
CRD#: 30833
ANAHEIM, CA
Past

July 12, 1999 - January 14, 2013

AVANTAX ADVISORY SERVICES

RIA
CRD#: 104556
HOUSTON, TX
Past

September 12, 1998 - January 14, 2013

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
HOUSTON, TX
Past

March 26, 1997 - June 20, 1997

EDWARD JONES

BD
CRD#: 250
ST. LOUIS, MO

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 3/26/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


SA
SECURITIES AMERICA, INC.
SECURITIES AMERICA FINANCIAL SERVICES | WILLIAMS, WILD & LARSON SECURITIES, INC. | TYMAN SECURITIES, INC. | TMG SECURITIES, INC. | SECURITIES AMERICA, INC. | SECURITIES AMERICA WEALTH MANAGEMENT GROUP

CRD#: 10205 / SEC#: , 8-26602

BD
Terminated by SEC on 08/17/2024
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 03/08/1984
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
SECURITIES AMERICA FINANCIAL CORP.SHAREHOLDER
CHAFFEE, HAROLD GERARDVICE PRESIDENT, CHIEF COMPLIANCE OFFICER2905661
CORNICK, GREGORY ALLENDIRECTOR3132991
FORD, ERINN JUNEINTERIM PRESIDENT, DIRECTOR AND CEO2176816
GERB, JASON HARRISSVP, CHIEF REGULATORY OFFICER3021815
HULETT, KIRK JESSEEXECUTIVE VICE PRESIDENT, STRATEGY & PRACTICE MANAGEMENT, DIRECTOR2528380
PRICE, JAMES DALECHAIRMAN1243224
SCHLUETER, MATTHEW ADAMEXECUTIVE VICE PRESIDENT, DIRECTOR2627931
SCHMIDT, DAVID MARTINTREASURER, FINANCIAL AND OPERATIONS PRINCIPAL5675524

Disclosures


Regulatory Event58
Arbitration27
Bond5

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


SECURITIES AMERICA, INC.

CRD#: 10205

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