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RIA / WealthAdvisorCertified Financial Planner16 years in industry

ROGER ZEBULUN LOWE

Advisor at TANARA WEALTH MANAGEMENT LLC

LEHI, UT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:023b2175-a601-b198-76fb-1202d4acdfc8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 1
Observed: Jul 10, 2012 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Roger Zebulun Lowe

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: TANARA WEALTH MANAGEMENT LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 1, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Jul 9, 2012
First registration: Jul 10, 2012
Dual registered: no
Other names: ZEB LOWE|ZEB LOWE
IAPD individual key: 5827761

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
TANARA WEALTH MANAGEMENT LLC	Independent wealth	Apr 13, 2026	n/a	yes	LEHI, UT	Current employment
ANDINA ADVISORS	Independent wealth	Nov 22, 2022	Apr 8, 2026	no	LOGAN, UT	Previous registration
COIGN CAPITAL ADVISORS LLC	Independent wealth	May 2, 2014	Oct 10, 2022	no	DRAPER, UT	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Jul 10, 2012	May 7, 2014	no	DRAPER, UT	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ANDINA ADVISORS	TANARA WEALTH MANAGEMENT LLC	Apr 8, 2026	Apr 13, 2026	5	Firm change	RIA to new firm
COIGN CAPITAL ADVISORS LLC	ANDINA ADVISORS	Oct 10, 2022	Nov 22, 2022	43	Firm change	RIA to RIA
AMERIPRISE FINANCIAL SERVICES, LLC	COIGN CAPITAL ADVISORS LLC	May 7, 2014	May 2, 2014	-5	Firm change	Ibd to new firm

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
151762:340174:UT:2026-04-02	Apr 8, 2026	Apr 13, 2026	LOGAN, UT	Firm change

Relationships

Registered with (4)

→ TANARA WEALTH MANAGEMENT LLCRegistered adviserregistration: current employment
Apr 13, 2026 to presentfactForm ADV
→ ANDINA ADVISORSRegistered adviserregistration: previous registration
Nov 22, 2022 to Apr 8, 2026factForm ADV
→ COIGN CAPITAL ADVISORS LLCRegistered adviserregistration: previous registration
May 2, 2014 to Oct 10, 2022factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Jul 10, 2012 to May 7, 2014factForm ADV

Dated events

Occurred
Apr 8, 2026
Advisor changed firm
Roger Zebulun Lowe left Andina Advisors for Tanara Wealth Management Llc (registered 2026-04-13)
Form ADVobserved 6 days ago
Occurred
Oct 10, 2022
Advisor changed firm
Roger Zebulun Lowe left Coign Capital Advisors Llc for Andina Advisors (registered 2022-11-22)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:023b2175-a601-b198-76fb-1202d4acdfc8
First observed: Jul 10, 2012
Last observed: Sep 14, 2026 7 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ROGER ZEBULUN LOWE

Advisor at TANARA WEALTH MANAGEMENT LLC

LEHI, UT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:023b2175-a601-b198-76fb-1202d4acdfc8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:18 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

TANARA WEALTH MANAGEMENT LLC

Independent wealth

Apr 13, 2026

n/a

yes

LEHI, UT

Current employment

ANDINA ADVISORS

Independent wealth

Nov 22, 2022

Apr 8, 2026

LOGAN, UT

Previous registration

COIGN CAPITAL ADVISORS LLC

Independent wealth

May 2, 2014

Oct 10, 2022

DRAPER, UT

Previous registration

AMERIPRISE FINANCIAL SERVICES, LLC

National bd RIA

Jul 10, 2012

May 7, 2014

DRAPER, UT

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

ANDINA ADVISORS

TANARA WEALTH MANAGEMENT LLC

Apr 8, 2026

Apr 13, 2026

Firm change

RIA to new firm

COIGN CAPITAL ADVISORS LLC

ANDINA ADVISORS

Oct 10, 2022

Nov 22, 2022

Firm change

RIA to RIA

AMERIPRISE FINANCIAL SERVICES, LLC

COIGN CAPITAL ADVISORS LLC

May 7, 2014

May 2, 2014

-5

Firm change

Ibd to new firm

Team

Left

Joined

From

Kind

151762:340174:UT:2026-04-02

Apr 8, 2026

Apr 13, 2026

LOGAN, UT

Firm change