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RIA / WealthAdvisor17 years in industry

KODY EDWIN ROGERS

Advisor at WMX ADVISORS, LLC DBA WEALTH MANAGEMENT EXPERIENCE

SAINT GEORGE, 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:a8d4adf1-6e30-be83-dc75-726e8cda69aa

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Oct 18, 2012 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: WMX ADVISORS, LLC DBA WEALTH MANAGEMENT EXPERIENCE
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: Feb 1, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Sep 27, 2012
First registration: Oct 18, 2012
Dual registered: no
IAPD individual key: 6104818

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
WMX ADVISORS, LLC DBA WEALTH MANAGEMENT EXPERIENCE	State registered	Jun 28, 2021	n/a	yes	SAINT GEORGE, UT	Current employment
CUNA BROKERAGE SERVICES, INC.	Former SEC adviser	Jun 15, 2020	May 11, 2021	no	WAVERLY, IA\|St George, UT\|Saint George, UT	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Oct 18, 2012	Jun 9, 2020	no	SAINT GEORGE, UT\|SALT LAKE CITY, UT\|SAINT GEORGE, UT\|SAINT GEORGE, UT\|MURRAY, UT\|SAINT GEORGE, UT\|SAINT GEORGE, 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
CUNA BROKERAGE SERVICES, INC.	WMX ADVISORS, LLC DBA WEALTH MANAGEMENT EXPERIENCE	May 11, 2021	Jun 28, 2021	48	Firm change	Ibd to state RIA
WELLS FARGO ADVISORS	CUNA BROKERAGE SERVICES, INC.	Jun 9, 2020	Jun 15, 2020	6	Firm change	Wirehouse to ibd

Relationships

Registered with (3)

→ WMX ADVISORS, LLC DBA WEALTH MANAGEMENT EXPERIENCERegistered adviserregistration: current employment
Jun 28, 2021 to presentfactForm ADV
→ CUNA BROKERAGE SERVICES, INC.Registered adviserregistration: previous registration
Jun 15, 2020 to May 11, 2021factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Oct 18, 2012 to Jun 9, 2020factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a8d4adf1-6e30-be83-dc75-726e8cda69aa
First observed: Oct 18, 2012
Last observed: Sep 14, 2026 6 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.

KODY EDWIN ROGERS

Advisor at WMX ADVISORS, LLC DBA WEALTH MANAGEMENT EXPERIENCE

SAINT GEORGE, 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:a8d4adf1-6e30-be83-dc75-726e8cda69aa

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:57 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

WMX ADVISORS, LLC DBA WEALTH MANAGEMENT EXPERIENCE

State registered

Jun 28, 2021

n/a

yes

SAINT GEORGE, UT

Current employment

CUNA BROKERAGE SERVICES, INC.

Former SEC adviser

Jun 15, 2020

May 11, 2021

WAVERLY, IA|St George, UT|Saint George, UT

Previous registration

WELLS FARGO ADVISORS

Wirehouse

Oct 18, 2012

Jun 9, 2020

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

CUNA BROKERAGE SERVICES, INC.

WMX ADVISORS, LLC DBA WEALTH MANAGEMENT EXPERIENCE

May 11, 2021

Jun 28, 2021

Firm change

Ibd to state RIA

WELLS FARGO ADVISORS

CUNA BROKERAGE SERVICES, INC.

Jun 9, 2020

Jun 15, 2020

Firm change

Wirehouse to ibd