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RIA / WealthAdvisordual registered (broker-dealer)37 years in industry

ROGER WILLIAM BYRD

Advisor at BRIDGEWEALTH ADVISORY GROUP, LLC

FRESNO, CA

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Search this name across graphsid dfx:ria:59c10df3-2522-a78c-766b-e2bf0efe3664

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:58 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jul 8, 1997 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

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

Current firm: BRIDGEWEALTH ADVISORY GROUP, 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: Dec 1, 1988earliest registration or exam on IAPD
Years in industry: 37derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S63
First exam: Dec 1, 1988
First registration: Jul 8, 1997
Dual registered: yes, broker-dealer
Other names: ROGER WILLIAM BYRD|ROGER BYRD
IAPD individual key: 1738616

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
BRIDGEWEALTH ADVISORY GROUP, LLC	Independent wealth	Aug 17, 2024	n/a	yes	FRESNO, CA	Current employment
CETERA INVESTMENT ADVISERS LLC	Bd affiliated wealth	Jun 29, 2023	Aug 21, 2024	no	FRESNO, CA	Previous registration
CETERA ADVISOR NETWORKS LLC	Former SEC adviser	Nov 25, 2009	Jun 29, 2023	no	FRESNO, CA\|Livermore, CA\|FRESNO, CA\|FRESNO, CA\|RANCHO CORDOVA, CA	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Jul 8, 1997	May 14, 2009	no	FRESNO, CA\|FRESNO, CA	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
CETERA INVESTMENT ADVISERS LLC	BRIDGEWEALTH ADVISORY GROUP, LLC	Aug 21, 2024	Aug 17, 2024	-4	Firm change	Ibd to RIA
CETERA ADVISOR NETWORKS LLC	CETERA INVESTMENT ADVISERS LLC	Jun 29, 2023	Jun 29, 2023	0	Bulk transfer	Ibd to ibd
CITIGROUP GLOBAL MARKETS INC.	CETERA ADVISOR NETWORKS LLC	May 14, 2009	Nov 25, 2009	195	Firm change	Other

Relationships

Registered with (4)

→ BRIDGEWEALTH ADVISORY GROUP, LLCRegistered adviserregistration: current employment
Aug 17, 2024 to presentfactForm ADV
→ CETERA INVESTMENT ADVISERS LLCRegistered adviserregistration: previous registration
Jun 29, 2023 to Aug 21, 2024factForm ADV
→ CETERA ADVISOR NETWORKS LLCRegistered adviserregistration: previous registration
Nov 25, 2009 to Jun 29, 2023factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Jul 8, 1997 to May 14, 2009factForm ADV

Dated events

Occurred
Aug 21, 2024
Advisor changed firm
Roger William Byrd left Cetera Investment Advisers Llc for Bridgewealth Advisory Group, Llc (registered 2024-08-17)
Form ADVobserved 4 days ago