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

James Morgan Rogers

Aurelius Family Office, LLCindependent RIAShreveport, La IA-onlyIAPD 6101155

Chartered Financial Analyst

Feed of 09/15/2026

Also filed as Morgan Rogers

At current firm

1 y

since Aug 12, 2025

In the industry

13 y

since Nov 5, 2012 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Director, Investment Operationsreportedaurelius.netfirm site, Sep 15, 2026
Designations: CFA, CAIAreportedaurelius.netas printed on the bio page, Sep 16, 2026
Investment committee: “Morgan Rogers is the Director of Investment Operations at Aurelius, where he oversees client investment accounts and leads the firm’s Investment Committee.”reportedaurelius.netthe sentence on the bio page
Professional profile: aurelius.net/meet-the-team/morgan-rogersreportedaurelius.netfirm 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.

Registration history

IAPD current and previous registrations

Aurelius Family Office, LLC independent RIA current
since Aug 12, 2025 · Shreveport, La
Accelerated Wealth Advisors LLC independent RIA
Apr 14, 2021 to Oct 6, 2022 · Colorado Springs, Co
Raymond James & Associates, Inc. national BD
May 6, 2014 to Oct 23, 2015 · St. Petersburg, Fl
Alliancebernstein L.P. other
Nov 7, 2013 to Apr 29, 2014 · Tampa, Fl
Edward Jones national BD
Nov 6, 2012 to Sep 10, 2013 · Maryland Heights, Mo

Moves

a registration end followed by a registration begin elsewhere

Accelerated Wealth Advisors LLC to Aurelius Family Office, LLC
left Oct 6, 2022, registered Aug 12, 2025 (1041 days) · RIA to RIA
Raymond James & Associates, Inc. to Accelerated Wealth Advisors LLC
left Oct 23, 2015, registered Apr 14, 2021 (2000 days) · Affiliated broker-dealer or bank to independent RIA
Alliancebernstein L.P. to Raymond James & Associates, Inc.
left Apr 29, 2014, registered May 6, 2014 (7 days) · Other
Edward Jones to Alliancebernstein L.P.
left Sep 10, 2013, registered Nov 7, 2013 (58 days) · Other

Signals

James Morgan Rogers left Accelerated Wealth Advisors Llc for Aurelius Family Office, Llc (registered 2025-08-12)
Oct 6, 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: Independent wealth managerderived
Years in industry: 13derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address