Rainey Steven Rogers

Current Employers

Employment History

• 02/2014 → 01/2022
  Principal Life Insurance Company
  Mckinney, TX
• 05/2014 → 03/2021
  Rogers-Tate Financial Group
  Mckinney, TX
• 03/2016 → 02/2022
  Principal Securities Inc
  Mckinney, TX
• 02/2022 → Present
  Kestra Investment Services, Llc
  Mckinney, TX
• 02/2022 → Present
  Kestra Advisory Services, Llc
  Mckinney, TX

Previous Registrations

• 2014-05-09 → 2022-02-14
  Principal Securities, Inc.
  Mckinney, TX

Other Businesses

***OUTSIDE INSURANCE. 05/06/2014. OWNER - SELLING FIXED LIFE INSURANCE, FIXED ANNUITIES, DISABILITY INSURANCE AND LONG TERM CARE INSURANCE THROUGH VARIOUS CARRIERS. McKinney Wealth Management is our DBA under Kestra Investment Services. MCKINNEY WEALTH MANAGEMENT POSITION: Financial Advisor NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 02/07/2022vADDRESS: 2600 Eldorado Pkwy, Ste 210, McKinney TX 75070, United States DESCRIPTION: Meet with clients to discuss their investments, general strategy and allocations, general financial planning, trading and analyzing investments, and operations of the office. OUTSIDE INSURANCE POSITION: Financial Advisor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 02/07/2022 ADDRESS: 2600 Eldorado Pkwy, ste 210, McKinney TX 75070, United States DESCRIPTION: running insurance quotes for clients, meeting and assessing their insurance needs Business Name: KESTRA ADVISORY SERVICES POSITION: Financial Advisor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 75 START DATE: 02/08/2022 ADDRESS: 5707 southwest pkwy, BLDG 2, suite 400, Austin TX 78735, United States DESCRIPTION: Run reports, meet with clients, advise clients on investments and financial planning Business Name: GRS CAPITAL LLC POSITION: Partner NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/08/2024 ADDRESS: 6928 Adriatic Pkwy, McKinney TX 75072, United States DESCRIPTION: Helping design the building and my space in the building I will use.

Exams

• S66 Uniform Combined State Law Examination
  2014-04-03

Other Names

• Rainey Steven Rogers