David Rodriguez (CRD# 7483423) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Van Alstyne, TX and has 1 year of experience in the finance industry.
CRD# 6678578
J.p. Morgan Securities LLC
CRD# 4422503
Edward Jones
CRD# 4746003
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Van Alstyne, TX | May 2022 - Current | 1 |
| State Farm Vp Management Corp | Van Alstyne, TX | Jan 2022 - Current | 2 |
| David Rodriguez Insurance Agency | Van Alstyne, TX | Jun 2021 - Current | 2 |
| State Farm Insurance | Allen, TX | Jan 2021 - May 2021 | < 1 |
| State Farm Insurance | Richardson, TX | Dec 2018 - Jan 2021 | 2 |
| State Farm Insurance | Richardson, TX | Nov 2015 - Nov 2018 | 3 |
| State Farm Insurance | Richardson, TX | Jan 2014 - Nov 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2022 |
- NM
- OK
- TX
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Total Assets Under Management10,165MILLIONS
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Total Number of Accounts4ACCOUNTS
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Average Account Value$2,541,134,043
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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