RODRIGUEZ CHARLES JOSEPH appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. RODRIGUEZ CHARLES JOSEPH appears on 14 filing roles across Form ADV (14).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | GFS ADVISORS LLC | BOARD OF MANAGERS | HOUSTON, TX |
| — | Form ADV | WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC | BOARD OF MANAGERS | NORFOLK, VA |
| — | Form ADV | MATRIARCH WEALTH MANAGEMENT, LLC | DIRECTOR OF OPERATIONS, CHIEF COMPLIANCE OFFICER | — |
| — | Form ADV | KANAWHA CAPITAL MANAGEMENT, LLC | BOARD OF MANAGERS | RICHMOND, VA |
| — | Form ADV | DELTA ASSET MANAGEMENT, LLC | BOARD OF MANAGERS | MEMPHIS, TN |
| — | Form ADV | DUNCKER, STREETT & CO., LLC | BOARD OF MANAGERS | ST. LOUIS, MO |
| — | Form ADV | HARVEY INVESTMENT COMPANY, LLC | BOARD OF MANAGERS | LOUISVILLE, KY |
| — | Form ADV | THE RIKOON GROUP, LLC | BOARD OF MANAGERS | — |
| — | Form ADV | WEALTHTRUST AXIOM, LLC | BOARD OF MANAGERS | WAYNE, PA |
| — | Form ADV | WEALTHTRUST ARIZONA LLC | BOARD OF MANAGERS | SCOTTSDALE, AZ |
| — | Form ADV | FAIRPORT, LLC | BOARD OF MANAGERS | CLEVELAND, OH |
| — | Form ADV | LEONETTI & ASSOCIATES, LLC | BOARD OF MANAGERS | BUFFALO GROVE, IL |
| — | Form ADV | COLONIAL CONSULTING CORP INC | DIRECTOR/TRUSTEE | NEW YORK, NY |
| — | Form ADV | KISSINGER FINANCIAL SERVICES, LLC | BOARD OF MANAGERS | HUNT VALLEY, MD |