Marcelo Rodrigues

Last updated
1 week ago
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Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • PMN Financial Management LLP

    FRN 829204

    • [FCA CF] Manager of certification employee (since 4 Nov 2025)
  • TrinityBridge Limited

    FRN 119329

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Client dealing (since 27 Feb 2025)
    • [FCA CF] Functions requiring qualifications (since 27 Feb 2025)
    • [FCA CF] Manager of certification employee (since 27 Feb 2025)
  • Scottish Widows Schroder Personal Wealth Limited (no longer approved here)

    FRN 830170

    • [FCA CF] Functions requiring qualifications (29 Mar 2023 to 25 Jun 2024)
    • [FCA CF] Client dealing (29 Mar 2023 to 25 Jun 2024)
  • Pi Financial Ltd (no longer approved here)

    FRN 186419

    • Sole trader dealing with clients for which they require qualification (9 Dec 2019 to 12 Feb 2021)
    • [FCA CF] Client dealing (9 Dec 2019 to 12 Feb 2021)
    • CF30 Customer (21 Aug 2019 to 12 Feb 2021)

Recent activity

Updates to this individual's record on the FCA register.

No changes recorded yet.