Joaquin Richard Rodgers is an investment adviser representative (IAR) with state registration records since 2019, appearing at 2 firms. Currently registered with PRISM WEALTH PLANNING LTD. DBA THE PEOPLE'S PLANNER.
| Firm | From | To | Current |
|---|---|---|---|
| PRISM WEALTH PLANNING LTD. DBA THE PEOPLE'S PLANNER | 2022-09-12 | present | Yes |
| PRISM WEALTH PLANNING LTD. DBA THE PEOPLE'S PLANNER | 2022-09-12 | 2024-12-31 | — |
| ENVISION WEALTH PLANNING INC. | 2019-11-21 | 2022-01-04 | — |