RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
C•••••• R•••• R••••••
- Title
- Investment Adviser Representativereportedindeliblewealth.comfirm site, Sep 16, 2026
- Designations
- MBAreportedindeliblewealth.comas printed on the bio page, Sep 16, 2026
- Years, as the firm states
- 20reportedindeliblewealth.com“Carshon Rodgers is an independent Investor Advisor Representative with over 20 years in the financial services industry.”
- Professional profile
- indeliblewealth.com/iwg/carshon-rodgersreportedindeliblewealth.comfirm site, Sep 16, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- I•••••••• W••••• G•••• independent RIA currentsince Dec 1, 2017 · Berthoud, Co
- B•••••••• A•••• M••••••••• L•• independent RIAJun 14, 2017 to Jan 19, 2018 · Denver, Co
- L•• F•••••••• L•• BD affiliatedJul 25, 2011 to Jun 8, 2017 · Greenwood Village, Co
- M•• F•••••••• S•••••••• I••• formerMar 10, 2011 to Apr 28, 2011 · Greenwood Village, Co
- V•••• F•••••••• A•••••••• I••• BD affiliatedAug 20, 2010 to Jan 25, 2011 · Lakewood, Co
- L•• F•••••••• L•• BD affiliatedDec 5, 2007 to Oct 12, 2009 · Denver, Co
- B•••••••• A•••• M••••••••• L•• to I•••••••• W••••• G••••left Jan 19, 2018, registered Dec 1, 2017 (-49 days) · Other
- L•• F•••••••• L•• to B•••••••• A•••• M••••••••• L••left Jun 8, 2017, registered Jun 14, 2017 (6 days) · Other
- M•• F•••••••• S•••••••• I••• to L•• F•••••••• L••left Apr 28, 2011, registered Jul 25, 2011 (88 days) · Other
- V•••• F•••••••• A•••••••• I••• to M•• F•••••••• S•••••••• I•••left Jan 25, 2011, registered Mar 10, 2011 (44 days) · Other
- L•• F•••••••• L•• to V•••• F•••••••• A•••••••• I•••left Oct 12, 2009, registered Aug 20, 2010 (312 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address