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121 Ne 50Th Street, Oklahoma City, OK 73105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-31 |
| S63 | Uniform Securities Agent State Law Examination | 2002-07-13 |
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