Kurt A. Roddy is an investment adviser representative (IAR) with state registration records since 2005, appearing at 9 firms. Currently registered with PLANMEMBER SECURITIES CORPORATION.
| Firm | From | To | Current |
|---|---|---|---|
| PLANMEMBER SECURITIES CORPORATION | 2022-04-04 | present | Yes |
| SECURITIES AMERICA ADVISORS, INC. | 2021-05-20 | 2022-04-08 | — |
| ARBOR POINT ADVISORS | 2020-11-06 | 2022-04-08 | — |
| KMS FINANCIAL SERVICES, INC. | 2018-01-02 | 2020-11-06 | — |
| FSIC | 2011-09-30 | 2018-01-02 | — |
| USA FINANCIAL SECURITIES LLC | 2008-01-16 | 2011-10-03 | — |
| PAULSON INVESTMENT COMPANY LLC | 2007-10-31 | 2008-01-04 | — |
| KEY INVESTMENT SERVICES LLC | 2006-01-18 | 2007-07-25 | — |
| KEYBANC CAPITAL MARKETS INC. | 2005-03-01 | 2006-01-18 | — |