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Robert M. Rodgers

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CRD#: 5303603
RR

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Robert Michael Rodgers was a registered financial advisor .

Robert is a previously registered financial advisor and started their career in finance in 2007. Robert had worked at 5 firms and has passed the Series 66, Series 63, Series 79TO, Series 99TO, Series 7TO, SIE, Series 82, Series 7, Series 24 and Series 28 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

October 1, 2015 - November 26, 2021

AARON CAPITAL INCORPORATED

BD
CRD#: 28583
COLUMBUS, GA
Past

December 1, 2011 - March 10, 2014

CKS SECURITIES LLC

BD
CRD#: 149837
SCOTTSDALE, AZ
Past

December 11, 2009 - July 11, 2011

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
SCOTTSDALE, AZ
Past

November 27, 2009 - July 11, 2011

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
SCOTTSDALE, AZ
Past

September 17, 2007 - February 10, 2010

LINK SECURITIES LLC

BD
CRD#: 144095
SCOTTSDALE, AZ
Past

March 22, 2007 - October 13, 2007

ACN SECURITIES INC.

BD
CRD#: 37645
NEW YORK, NY

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
IAR
Series 66
Date: 12/9/2009
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/1/2023
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 28
Date: 1/1/2023
Introducing Broker/Dealer Financial Operations Principal Examination

Current Firm


AC
AARON CAPITAL INCORPORATED
AARON CAPITAL INCORPORATED | AARON CAPITAL, INCORPORATED

CRD#: 28583 / SEC#: , 8-44000

BD
Terminated by SEC on 09/30/2022
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Contact information


Main Address
2244 Faraday, Carlsbad, CA 92008
Mailing Address
Phone number
Established
Texas since 10/12/1989
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

Documents


Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
WOLFE, DAVID SANFORDCHAIRMAN/CEO/CCO1019315
CARTER, ANA RCFO/FINOP4424794

Disclosures


Regulatory Event5
Arbitration1

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


AARON CAPITAL INCORPORATED

CRD#: 28583

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