DFX Intelligence

Data Factory

RIA / WealthAdvisor31 years in industry

DEBORAH ANN GROTHE-RODGERS

Advisor at LODESTAR ASSET MANAGEMENT LLC

MOORE, OK | Moore, OK

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:8454f208-522d-5e18-0122-db0cd5e3cc11

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Mar 7, 2001 to Sep 15, 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: LODESTAR ASSET MANAGEMENT LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 2, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S63|S66
First exam: Aug 2, 1995
First registration: Mar 7, 2001
Dual registered: no
Other names: DEBBIE ANN RODGERS|DEBBIE MORGAN|DEBBIE GROTHE|DEBORAH ANN MORGAN|DEBORAH ANN GROTHE|DEBBIE RODGERS|DEBORAH ANN RODGERS
IAPD individual key: 2611539

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
LODESTAR ASSET MANAGEMENT LLC	State registered	Jan 1, 2025	n/a	yes	MOORE, OK\|Moore, OK	Current employment
MERIT ADVISORS, INC.	State registered	Feb 27, 2014	Nov 19, 2020	no	OKLAHOMA CITY, OK	Previous registration
MERIT ADVISORS, INC.	State registered	Feb 28, 2011	Jan 23, 2012	no	OKLAHOMA CITY, OK	Previous registration
NEXT FINANCIAL GROUP, INC.	Former SEC adviser	Aug 7, 2009	Sep 27, 2010	no	HOUSTON, TX\|OKLAHOMA CITY, OK	Previous registration
GEARY SECURITIES, INC.	n/a	Mar 7, 2001	Aug 3, 2009	no	OKLAHOMA CITY, OK\|OKLAHOMA CITY, OK\|OKLAHOMA CITY, OK\|OKLAHOMA CITY, OK\|OKLAHOMA CITY, OK	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
MERIT ADVISORS, INC.	LODESTAR ASSET MANAGEMENT LLC	Nov 19, 2020	Jan 1, 2025	1,504	Firm change after gap	Other
NEXT FINANCIAL GROUP, INC.	MERIT ADVISORS, INC.	Sep 27, 2010	Feb 28, 2011	154	Firm change	Other
GEARY SECURITIES, INC.	NEXT FINANCIAL GROUP, INC.	Aug 3, 2009	Aug 7, 2009	4	Firm change	Other

Relationships

Registered with (4)

→ LODESTAR ASSET MANAGEMENT LLCRegistered adviserregistration: current employment
Jan 1, 2025 to presentfactForm ADV
→ MERIT ADVISORS, INC.Registered adviserregistration: previous registration
Feb 27, 2014 to Nov 19, 2020factForm ADV
→ NEXT FINANCIAL GROUP, INC.Registered adviserregistration: previous registration
Aug 7, 2009 to Sep 27, 2010factForm ADV
→ GEARY SECURITIES, INC.Registered adviserregistration: previous registration
Mar 7, 2001 to Aug 3, 2009factForm ADV

Dated events

No dated event names this entity yet.