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RIA / WealthAdvisorChartered Financial Analyst12 years in industry

Larry Dean Rogers

Advisor at NAVITER WEALTH, LLC

CARLSBAD, CA | LITTLE ROCK, AR

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Search this name across graphsid dfx:ria:f339136a-4fba-075a-ae31-a1542bcecc29

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:34 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Nov 21, 2019 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: NAVITER WEALTH, 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: Jan 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Chartered Financial Analyst
Exams: S65
First exam: Nov 21, 2019
First registration: Nov 21, 2019
Dual registered: no
Other names: Dean Rogers
IAPD individual key: 7160220

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
NAVITER WEALTH, LLC	Independent wealth	May 21, 2026	n/a	yes	LITTLE ROCK, AR\|CARLSBAD, CA	Current employment
INTELLIGENCE DRIVEN ADVISERS, LLC	Independent wealth	Apr 25, 2023	Feb 7, 2024	no	CARLSBAD, CA	Previous registration
SILICON HILLS WEALTH MANAGEMENT	Former SEC adviser	Sep 22, 2020	Apr 5, 2023	no	Austin, TX	Previous registration
TPB WEALTH ADVISORS, LLC	Former SEC adviser	Nov 21, 2019	Sep 8, 2020	no	SAN ANTONIO, TX	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
INTELLIGENCE DRIVEN ADVISERS, LLC	NAVITER WEALTH, LLC	Feb 7, 2024	May 21, 2026	834	Firm change after gap	RIA to RIA
SILICON HILLS WEALTH MANAGEMENT	INTELLIGENCE DRIVEN ADVISERS, LLC	Apr 5, 2023	Apr 25, 2023	20	Firm change	RIA to RIA
TPB WEALTH ADVISORS, LLC	SILICON HILLS WEALTH MANAGEMENT	Sep 8, 2020	Sep 22, 2020	14	Firm change	RIA to RIA

Relationships

Registered with (4)

→ NAVITER WEALTH, LLCRegistered adviserregistration: current employment
May 21, 2026 to presentfactForm ADV
→ INTELLIGENCE DRIVEN ADVISERS, LLCRegistered adviserregistration: previous registration
Apr 25, 2023 to Feb 7, 2024factForm ADV
→ SILICON HILLS WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Sep 22, 2020 to Apr 5, 2023factForm ADV
→ TPB WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Nov 21, 2019 to Sep 8, 2020factForm ADV

Dated events

Occurred
Feb 7, 2024
Advisor changed firm
Larry Dean Rogers left Intelligence Driven Advisers, Llc for Naviter Wealth, Llc (registered 2026-05-21)
Form ADVobserved 5 days ago
Occurred
Apr 5, 2023
Advisor changed firm
Larry Dean Rogers left Silicon Hills Wealth Management for Intelligence Driven Advisers, Llc (registered 2023-04-25)
Form ADVobserved 5 days ago