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.
J••• D•••• R•••••
- Title
- Managing Partner & Wealth Advisorreportedveracitycapital.comfirm site, Sep 15, 2026
- Partner or owner
- “As Partner, President & COO at Veracity Capital, J••• drives the firm’s operational strategy, ensuring efficiency in both business growth and client service.”reportedveracitycapital.comthe sentence on the bio page
- Years, as the firm states
- 20reportedveracitycapital.com“With over 20 years of experience in the financial planning and investment industry, J••• has built a reputation for helping clients clarify financial objectives, develop actionable plans, and stay on track with strategic advi”
- Professional profile
- veracitycapital.com/staff/john-rogersreportedveracitycapital.comfirm site, Sep 15, 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.
- V••••••• C•••••• L•• independent RIA currentsince Jul 25, 2019 · Atlanta, Ga
- F••••••• L•• formerOct 17, 2018 to Dec 10, 2019 · Atlanta, Ga
- G•••••• S•••• W••••• S•••••••• L••• BD affiliatedMar 4, 2011 to Oct 22, 2018 · Latham, Ny
- E•••••••• A•••••••• L•• national BDOct 19, 2010 to Dec 22, 2010 · Malta, Ny
- F••••••• L•• to V••••••• C•••••• L••left Dec 10, 2019, registered Jul 25, 2019 (-138 days) · RIA to a newly registered adviser · moved with a team
- G•••••• S•••• W••••• S•••••••• L••• to F••••••• L••left Oct 22, 2018, registered Oct 17, 2018 (-5 days) · Affiliated broker-dealer or bank to independent RIA
- E•••••••• A•••••••• L•• to G•••••• S•••• W••••• S•••••••• L•••left Dec 22, 2010, registered Mar 4, 2011 (72 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
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address