Robert Rodriguez
Managing Member And Chief Compliance OfficerConcordia Wealth Management, LLCCRD 2051214
About Robert Rodriguez
Robert Rodriguez is listed as Managing Member And Chief Compliance Officer at Concordia Wealth Management, LLC in Concord, MA. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Concordia Wealth Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Robert Rodriguez work?
Robert Rodriguez is listed as Managing Member And Chief Compliance Officer at Concordia Wealth Management, LLC on SEC Form ADV.
How much of Concordia Wealth Management, LLC does Robert Rodriguez own?
Form ADV reports a beneficial ownership band of Over 75%.
Concordia Wealth Management, LLC
| Title | Managing Member And Chief Compliance Officer |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2012 |