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
Will Travis Rogers
Certified Financial Planner
Feed of 09/14/2026
At current firm
11 y
since May 19, 2015
In the industry
21 y
since Sep 21, 2004 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Rogers Capital Advisors, LLC state registered currentsince May 19, 2015 · Horseshoe Bay, Tx
- Independent Financial Partners BD affiliatedFeb 17, 2011 to Jun 22, 2015 · San Antonio, Tx
- One Advocate Group unclassifiedJul 22, 2010 to Mar 30, 2012 · San Antonio, Tx
- LPL Financial LLC BD affiliatedJun 2, 2010 to Apr 26, 2011 · San Antonio, Tx
- Western Research And Management, L.L.C. formerMay 7, 2007 to Apr 28, 2009 · Fort Worth, Tx
- A. G. Edwards & Sons, Inc. unclassifiedSep 22, 2004 to Apr 20, 2007 · Houston, Tx
Moves
a registration end followed by a registration begin elsewhere
- Independent Financial Partners to Rogers Capital Advisors, LLCleft Jun 22, 2015, registered May 19, 2015 (-34 days) · Other
- One Advocate Group to Independent Financial Partnersleft Mar 30, 2012, registered Feb 17, 2011 (-407 days) · Other
- LPL Financial LLC to One Advocate Groupleft Apr 26, 2011, registered Jul 22, 2010 (-278 days) · Other
- Western Research And Management, L.L.C. to LPL Financial LLCleft Apr 28, 2009, registered Jun 2, 2010 (400 days) · Other
- A. G. Edwards & Sons, Inc. to Western Research And Management, L.L.C.left Apr 20, 2007, registered May 7, 2007 (17 days) · Other
Signals
No dated event on this person.
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
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address