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.

Current firm

OXFORD WEALTH 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

May 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

3

Exams

S65

First exam

Dec 11, 2020

First registration

Apr 8, 2021

Dual registered

no

Other names

Trent Rogy

IAPD individual key

7326411

• Occurred

  Jul 7, 2023
  Advisor changed firm

  Trent Michael Rogy left Edelman Financial Engines for Oxford Wealth Group, Llc (registered 2023-06-28)

  Form ADVobserved 6 days ago
• Occurred

  Apr 14, 2022
  Advisor changed firm

  Trent Michael Rogy left Rogy Financial Planning, Llc for Edelman Financial Engines (registered 2022-05-25)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:c047f217-afda-a023-c54a-7bea08a28909

First observed

Apr 8, 2021

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.