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RIA / WealthAdvisordual registered (broker-dealer)18 years in industry

MICHAEL WALTON ROGERS

Advisor at POTOMAC

BETHESDA, MD | Texarkana, TX

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Search this name across graphsid dfx:ria:eda6cf14-130d-68bd-3ca8-559b0cf4db28

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:51 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 2
On other graphs: 0
Observed: Jul 17, 2008 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: POTOMAC
Current firm class: asset managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 16, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 8
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Jul 16, 2008
First registration: Jul 17, 2008
Dual registered: yes, broker-dealer
IAPD individual key: 2419547

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
Potomac	Asset manager	Nov 7, 2022	n/a	yes	Texarkana, TX\|BETHESDA, MD	Current employment
TRUE NORTH WEALTH STRATEGIES	n/a	Jun 16, 2022	Oct 13, 2022	no	TEXARKANA, TX	Previous registration
FLEXIBLE PLAN INVESTMENTS LTD	Mixed wealth	Dec 8, 2020	May 20, 2022	no	BLOOMFIELD HILLS, MI	Previous registration
TRUE NORTH WEALTH STRATEGIES	n/a	Sep 3, 2020	Nov 5, 2020	no	TEXARKANA, TX	Previous registration
VITA ADVISORY SOLUTIONS INC	Former SEC adviser	Oct 23, 2019	Dec 31, 2020	no	TEXARKANA, TX	Previous registration
PGR SOLUTIONS, LLC	Former SEC adviser	Mar 10, 2016	Aug 9, 2019	no	SAN JOSE, CA	Previous registration
RESOURCE WEALTH MANAGEMENT, LLC	n/a	Sep 17, 2013	Jun 12, 2014	no	MELISSA, TX	Previous registration
LINDNER CAPITAL ADVISORS, INC.	Former SEC adviser	Sep 17, 2009	Dec 21, 2012	no	MARIETTA, GA	Previous registration
SYMMETRY PARTNERS	Independent wealth	Jul 17, 2008	Apr 17, 2009	no	GLASTONBURY, CT	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
TRUE NORTH WEALTH STRATEGIES	Potomac	Oct 13, 2022	Nov 7, 2022	25	Firm change	Other
FLEXIBLE PLAN INVESTMENTS LTD	TRUE NORTH WEALTH STRATEGIES	May 20, 2022	Jun 16, 2022	27	Firm change	Other
VITA ADVISORY SOLUTIONS INC	TRUE NORTH WEALTH STRATEGIES	Dec 31, 2020	Sep 3, 2020	-119	Firm change after gap	Other
TRUE NORTH WEALTH STRATEGIES	FLEXIBLE PLAN INVESTMENTS LTD	Nov 5, 2020	Dec 8, 2020	33	Firm change	Other
PGR SOLUTIONS, LLC	VITA ADVISORY SOLUTIONS INC	Aug 9, 2019	Oct 23, 2019	75	Firm change	RIA to new firm
RESOURCE WEALTH MANAGEMENT, LLC	PGR SOLUTIONS, LLC	Jun 12, 2014	Mar 10, 2016	637	Firm change after gap	Other
LINDNER CAPITAL ADVISORS, INC.	RESOURCE WEALTH MANAGEMENT, LLC	Dec 21, 2012	Sep 17, 2013	270	Firm change	Other
SYMMETRY PARTNERS	LINDNER CAPITAL ADVISORS, INC.	Apr 17, 2009	Sep 17, 2009	153	Firm change	Other

Relationships

Registered with (8)

→ POTOMACRegistered adviserregistration: current employment
Nov 7, 2022 to presentfactForm ADV
→ TRUE NORTH WEALTH STRATEGIESRegistered adviserregistration: previous registration
Jun 16, 2022 to Oct 13, 2022factForm ADV
→ FLEXIBLE PLAN INVESTMENTS LTDRegistered adviserregistration: previous registration
Dec 8, 2020 to May 20, 2022factForm ADV
→ VITA ADVISORY SOLUTIONS INCRegistered adviserregistration: previous registration
Oct 23, 2019 to Dec 31, 2020factForm ADV
→ PGR SOLUTIONS, LLCRegistered adviserregistration: previous registration
Mar 10, 2016 to Aug 9, 2019factForm ADV
→ RESOURCE WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Sep 17, 2013 to Jun 12, 2014factForm ADV
→ LINDNER CAPITAL ADVISORS, INC.Registered adviserregistration: previous registration
Sep 17, 2009 to Dec 21, 2012factForm ADV
→ SYMMETRY PARTNERSRegistered adviserregistration: previous registration
Jul 17, 2008 to Apr 17, 2009factForm ADV

Dated events

Occurred
Oct 13, 2022
Advisor changed firm
Michael Walton Rogers left True North Wealth Strategies for Potomac (registered 2022-11-07)
Form ADVobserved 4 days ago
Occurred
May 20, 2022
Advisor changed firm
Michael Walton Rogers left Flexible Plan Investments Ltd for True North Wealth Strategies (registered 2022-06-16)
Form ADVobserved 4 days ago