DFX Intelligence

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.

Registered advisor

Chad Michael Rogers

Merit Advisors, Inc.state registeredOklahoma City, OkIA-onlyIAPD 4029698

Chartered Financial Consultant

Feed of 09/14/2026

At current firm

0 y

since Jan 1, 2026

In the industry

24 y

since Jul 13, 2002 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Merit Advisors, Inc. state registered current
since Jan 1, 2026 · Oklahoma City, Ok
Rogers Financial Inc. unclassified
Oct 5, 2023 to Jun 4, 2024 · Oklahoma City, Ok
Independent Financial Partners BD affiliated
Jun 2, 2022 to Sep 15, 2023 · Oklahoma City, Ok
On Investment Management Co BD affiliated
Sep 15, 2014 to Jun 1, 2022 · Oklahoma City, Ok

Moves

a registration end followed by a registration begin elsewhere

Rogers Financial Inc. to Merit Advisors, Inc.
left Jun 4, 2024, registered Jan 1, 2026 (576 days) · Other
Independent Financial Partners to Rogers Financial Inc.
left Sep 15, 2023, registered Oct 5, 2023 (20 days) · Other
On Investment Management Co to Independent Financial Partners
left Jun 1, 2022, registered Jun 2, 2022 (1 days) · Affiliated broker-dealer or bank to another

Signals

Chad Michael Rogers left Rogers Financial Inc. for Merit Advisors, Inc. (registered 2026-01-01)
Jun 4, 2024 · Advisor changed firm · fact
Chad Michael Rogers left Independent Financial Partners for Rogers Financial Inc. (registered 2023-10-05)
Sep 15, 2023 · Advisor changed firm · fact
Chad Michael Rogers left On Investment Management Co for Independent Financial Partners (registered 2022-06-02)
Jun 1, 2022 · Advisor changed firm · fact

Transition signals

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.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: STATE REGISTEREDderived
Years in industry: 24derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address