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27499 Riverview Center Blvd Suite 406, Bonita Springs, FL 34134 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-01-10 |
| MD | RA | APPROVED | 2024-10-22 |
| NC | RA | APPROVED | 2024-10-22 |
Branch Locations
27499 Riverview Center Blvd Suite 406, Bonita Springs, FL 34134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nautica Asset Management Llc | Baltimore | MD | 01/2022 | 10/2024 |
| Rab Group Llc | Baltimore | MD | 01/2014 | 02/2023 |
| Docisys | Perry Hall | MD | 01/2010 | 07/2022 |
| Portfolio Medics | Bonita Springs | FL | 10/2024 | Present |
| Ksr Wealth Managment | Baltimore | MD | 01/2023 | Present |
| Enterprise Insurance Training Inc | Baltimore | MD | 03/2014 | Present |
Mr. Rogers is an independent insurance agent through KSR Wealth Management. In this role Mr. Rogers transacts in insurance products including annuities. He spends approximately 20 hours a week in this endeavor. He is also an insurance instructor through Enterprise Insurance Training Inc. Int his role Mr. Rogers provides insurance education to agents. He spends approximately 16 hours a month during non-market hours on this activity
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-02 |
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