Best Investors Account Sign in

Andrew Jon Rogers

Osaic Wealth, Inc.

Marion, IL

Claim This Profile
Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2019-05-07
  • IL RA
    APPROVED
    Since 2019-05-07

Branch Locations

Marion, IL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Ink Spot Goreville IL 01/2015 Present
Alliance Wealth Management Carbondale IL 03/2015 01/2019
Osaic Wealth, Inc. Goreville IL 03/2019 Present
Rogers Strategic Wealth Marion IL 04/2023 Present
  • 01/2015 → Present
    The Ink Spot
    Goreville, IL
  • 03/2015 → 01/2019
    Alliance Wealth Management
    Carbondale, IL
  • 03/2019 → Present
    Goreville, IL
  • 04/2023 → Present
    Rogers Strategic Wealth
    Marion, IL
Previous Registrations
Other Businesses

1. ROGERS STRATEGIC WEALTH POSITION: Owner NATURE: Sole Proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 03/01/2019 ADDRESS: 201 W Main St Suite 100, Marion IL 62959, United States DESCRIPTION: Insurance Sales 2. ROGERS STRATEGIC WEALTH POSITION: Sales NATURE: Health Insurance with LTC insurance ability INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/24/2023 ADDRESS: 201 W Main St Suite 100, Marion IL 62959, United States DESCRIPTION: This is to record my health insurance sales. It makes up for a very small amount of my business, but I added health insurance in April 2023 to my lines of products available. 3. THE INK SPOT POSITION: Co-owner NATURE: Sole Prop INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2015 ADDRESS: 908 S Fly Ave, Goreville IL 62939, United States DESCRIPTION: I help with the production of my wife's screen printing business. 90% of the work is after normal hours with some phone calls made during the day.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2019-05-06
S65 Uniform Investment Adviser Law Examination 2015-02-28
  • S63 Uniform Securities Agent State Law Examination
    2019-05-06
  • S65 Uniform Investment Adviser Law Examination
    2015-02-28

View on SEC IAPD

More in Marion, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor