# Joaquin Richard Rodgers

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.

## Registration history (3)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [PRISM WEALTH PLANNING LTD. DBA THE PEOPLE'S PLANNER](https://search.stillhousedata.com/firm/317874) | 2022-09-12 | present | Yes |
| [PRISM WEALTH PLANNING LTD. DBA THE PEOPLE'S PLANNER](https://search.stillhousedata.com/firm/317874) | 2022-09-12 | 2024-12-31 | — |
| [ENVISION WEALTH PLANNING INC.](https://search.stillhousedata.com/firm/298672) | 2019-11-21 | 2022-01-04 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/7195998)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/7195998.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.