RE
Rodney Edward James
CRD 5615682
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Vineyard Family Wealth, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Vineyard Family Wealth, Llc
Chief Compliance Officer & Chief Executive Officer · 75% or more · Sep 2022
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗