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Chad Michael Rogers

Merit Advisors, Inc.

Oklahoma City, OK

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Current Employers
Merit Advisors, Inc.

121 Ne 50Th Street, Oklahoma City, OK 73105 • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APP_PEND_IARCE 2026-01-01
  • OK RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

121 Ne 50Th Street, Oklahoma City, OK 73105 • United States

Disclosures

3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Onesco/Onimco Oklahoma City OK 06/2013 06/2022
Independent Financial Partners, Llc. Tampa FL 07/2022 09/2023
Merit Advisors, Inc. Oklahoma City OK 07/2024 Present
Rogers Financial, Inc. Oklahoma City OK 02/2013 Present
Rogers Financial, Inc. Oklahoma City OK 09/2023 06/2024
  • 06/2013 → 06/2022
    Onesco/Onimco
    Oklahoma City, OK
  • 07/2022 → 09/2023
    Independent Financial Partners, Llc.
    Tampa, FL
  • 07/2024 → Present
    Oklahoma City, OK
  • 02/2013 → Present
    Rogers Financial, Inc.
    Oklahoma City, OK
  • 09/2023 → 06/2024
    Rogers Financial, Inc.
    Oklahoma City, OK
Previous Registrations
Other Businesses

1.Rogers Financial Inc., investment-related, 12324 S. Western Avenue, Ste B, Oklahoma City, Ok 73170, Fixed Product Life, Disability, Long-term Care Insurance, Health Insurance, and Fixed Annuity products, CEO/President, Start date: 2/2013, Approximate time: 40 hours/month working and during market hours. 2. Chad M. Rogers, investment-related, 12324 S. Western Avenue, Ste B, Oklahoma City, Ok 73170, Fixed Product Life, Disability, Long-term Care Insurance, Health Insurance, and Fixed Annuity products, Individual Producer, all comp paid personally, Start date: 2/2013, Approximate time: 40 hours/month working and during market hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-31
S63 Uniform Securities Agent State Law Examination 2002-07-13
  • S65 Uniform Investment Adviser Law Examination
    2024-05-31
  • S63 Uniform Securities Agent State Law Examination
    2002-07-13
Designations

View on SEC IAPD

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