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One Corporate Drive Suite 101, Bohemia, NY 11716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2013-08-05 |
Branch Locations
One Corporate Drive Suite 101, Bohemia, NY 11716 • United States
900 Cummings Ctr Suite 321-T, Beverly, MA 01915 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| R.W. Roge & Company Inc. | Bohemia | NY | 07/1996 | Present |
the name of the other business: New York Institute of Technology (NYIT) College of Osteopathic Medicine whether the business is investment-related: no the address of the other business: 101 Northern Blvd, Glen Head, NY 11545 the nature of the other business: Primate Medical School your position: Adjunct Clinical Instructor title, or relationship with the other business: Adjunct Clinical Instructor the start date of your relationship: 04/15/2025 the approximate number of hours/month you devote to the other business: .01 the number of hours you devote to the other business during securities trading hours: 0 and briefly describe your duties relating to the other business: on a pro-bono basis, I teach one class per year for an hour and a half on budgeting, student loan strategies, credit, insurance, long-term investing, and aligning financial decisions with personal values.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 2006-09-01 |
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