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CRD#: 314075
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

ROCKET DOLLAR CAPITAL, LLC is located at 212 Tenny Lane, Kyle, TX 78640 and was first established at Dallas, Delaware in 03/26/2021. After operating for 4 years, ROCKET DOLLAR CAPITAL, LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of ROCKET DOLLAR CAPITAL, LLC’s clients are individuals and 0% of their clients are high net worth individuals. ROCKET DOLLAR CAPITAL, LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at ROCKET DOLLAR CAPITAL, LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access ROCKET DOLLAR CAPITAL, LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at ROCKET DOLLAR CAPITAL, LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for ROCKET DOLLAR CAPITAL, LLC Comes From

Understanding the Statistics for ROCKET DOLLAR CAPITAL, LLC and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
212 Tenny Lane, Kyle, TX 78640
Mailing Address
212 Tenny Lane, Kyle, TX 78640
Firm Size
Small
Phone Number
(512) 294-6594
Established
Delaware since 03/26/2021
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Customer Relationship Summary (CRS / FINRA)

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
WAO FINTECH, LLCSHAREHOLDER
LABBE, PATRICK JPRINCIPAL6609233
MEGENITY, BRIAN MCDONALDFINOP/PFO/POO/OPERATIONS PRINCIPAL2889637
YOSHIDA, TADAYOSHI HENRYMANAGER/MANAGING PRINCIPAL/CEO/CCO/POO4203282

The Importance of Understanding a Firm’s Role when Evaluating an Advisor

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Advisor's working at ROCKET DOLLAR CAPITAL, LLC

BM

Brian Mcdonald Megenity

IAR
RR
CRD#: 2889637
Location:
Milton, GA
Company:
BLUE MONARCH FINANCIAL INC.
Disclosures:
Experience:
28 years
View Profile
PL

Patrick J Labbe

Patrick J Labee
RR
CRD#: 6609233
Location:
Kyle, TX
Company:
ROCKET DOLLAR CAPITAL, LLC
Disclosures:
Experience:
9 years
View Profile
Tadayoshi Henry Yoshida

Tadayoshi Henry Yoshida

Henry Tadayoshi Yoshida, T. Henry Yoshida
RR
CRD#: 4203282
CFP®: Certified Financial Planner
Location:
Kyle, TX 78640
Company:
ROCKET DOLLAR CAPITAL, LLC
Disclosures:
Experience:
25 years
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