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

Colin Michael Rogers

Dimensional Fund Advisors LPasset managerAustin, Tx dual registrantIAPD 6655369

Feed of 09/15/2026

At current firm

0 y

since Apr 8, 2026

In the industry

10 y

since Jun 1, 2016 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Dimensional Fund Advisors LP asset manager current
since Apr 8, 2026 · Austin, Tx
Creative Planning Institutional Advisors, LLC institutional
Aug 1, 2025 to Apr 1, 2026 · Newport Beach, Ca
Cap Strat former
Aug 30, 2024 to Dec 10, 2025 · Oakbrook Terrace, Il
Cbiz Retirement Plan Advisory Services institutional
Aug 12, 2019 to Dec 31, 2021 · Cleveland, Oh
Cbiz Investment Advisory Services, LLC institutional
Aug 12, 2019 to Sep 7, 2022 · Cleveland, Oh
Global Retirement Partners LLC institutional
Aug 13, 2018 to Oct 31, 2019 · Chicago, Il
Edward Jones national BD
Sep 15, 2016 to Aug 2, 2018 · River Forest, Il

Moves

a registration end followed by a registration begin elsewhere

Creative Planning Institutional Advisors, LLC to Dimensional Fund Advisors LP
left Apr 1, 2026, registered Apr 8, 2026 (7 days) · Other
Cap Strat to Creative Planning Institutional Advisors, LLC
left Dec 10, 2025, registered Aug 1, 2025 (-131 days) · Other · moved with a team
Cbiz Investment Advisory Services, LLC to Cap Strat
left Sep 7, 2022, registered Aug 30, 2024 (723 days) · Other
Cbiz Retirement Plan Advisory Services to Cbiz Investment Advisory Services, LLC
left Dec 31, 2021, registered Aug 12, 2019 (-872 days) · channel change inside one enterprise, not a move · moved with a team
Global Retirement Partners LLC to Cbiz Retirement Plan Advisory Services
left Oct 31, 2019, registered Aug 12, 2019 (-80 days) · Other
Edward Jones to Global Retirement Partners LLC
left Aug 2, 2018, registered Aug 13, 2018 (11 days) · Other

Signals

Colin Michael Rogers left Creative Planning Institutional Advisors, Llc for Dimensional Fund Advisors Lp (registered 2026-04-08)
Apr 1, 2026 · Advisor changed firm · fact
Colin Michael Rogers left Cap Strat for Creative Planning Institutional Advisors, Llc (registered 2025-08-01)
Dec 10, 2025 · Advisor changed firm · fact
Colin Michael Rogers left Cbiz Investment Advisory Services, Llc for Cap Strat (registered 2024-08-30)
Sep 7, 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: Asset manager (funds and pooled vehicles)derived
Years in industry: 10derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address