Colin Michael Rogers

Dimensional Fund Advisors LP

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Current Employers

Dimensional Fund Advisors Lp

6300 Bee Cave Road Building One, Austin, TX 78746 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-04-08

TX RA
APPROVED

Since 2026-04-08

Branch Locations

6300 Bee Cave Road Building One, Austin, TX 78746 • United States

Chicago, 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

Organization	City	State	From	To
Edward Jones	St Louis	MO	06/2016	08/2018
Lpl Financial Llc	Chicago	IL	08/2018	08/2019
Global Retirement Partners, Llc	Chicago	IL	08/2018	10/2019
Cbiz Financial Solutions	Cleveland	OH	08/2019	09/2022
Cap Strat	Oakbrook Terrace	IL	09/2022	07/2025
Cap Strat	Oakbrook Terrace	IL	08/2024	07/2025
Sageview Advisory Group, Llc	Newport Beach	CA	07/2025	04/2026
Dimensional Fund Advisors	Austin	TX	04/2026	Present

06/2016 → 08/2018

Edward Jones

St Louis, MO
08/2018 → 08/2019

Lpl Financial Llc

Chicago, IL
08/2018 → 10/2019

Global Retirement Partners, Llc

Chicago, IL
08/2019 → 09/2022

Cbiz Financial Solutions

Cleveland, OH
09/2022 → 07/2025

Cap Strat

Oakbrook Terrace, IL
08/2024 → 07/2025

Cap Strat

Oakbrook Terrace, IL
07/2025 → 04/2026

Sageview Advisory Group, Llc

Newport Beach, CA
04/2026 → Present

Dimensional Fund Advisors

Austin, TX

Previous Registrations

2025-08-01 → 2026-04-01

Creative Planning Institutional Advisors, Llc

Newport Beach, CA

Oakbrook Terrace,, IL
2024-08-30 → 2025-12-10

Cap Strat

Oakbrook Terrace, IL
2019-08-12 → 2022-09-07

Cbiz Investment Advisory Services, Llc

Cleveland, OH

Chicago, IL
2019-08-12 → 2021-12-31

Cbiz Financial Solutions, Inc.

Cleveland, OH

Chicago, IL

Cleveland, OH
2018-08-13 → 2019-10-31

Global Retirement Partners Llc

Chicago, IL

San Rafael, CA
2016-09-15 → 2018-08-02

Edward Jones

River Forest, IL

St Louis, MO

Creve Couer, MO

Oak Park, IL

Forest Park, IL

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2026-07-15
S66	Uniform Combined State Law Examination	2016-09-13

S63 Uniform Securities Agent State Law Examination

2026-07-15
S66 Uniform Combined State Law Examination

2016-09-13

View on SEC IAPD

Other Firms

AUSTIN MONEY MANAGEMENT CORPORATION

EVERLONG FINANCIAL

HARRELL INVESTMENT PARTNERS, LLC

WEATHERGAGE CAPITAL, LLC

LBJ FAMILY WEALTH ADVISORS, LTD.

JAMES S. MARROQUIN, CFP

OSAIC WEALTH, INC.

Other Investors

STEVEN DOUGLAS AYCOCK

ALEXANDER BURTON YEAGER

Jonathan Martin Haefner

David Nathan Van Winkle

DILDA DEEPAK DALVI

ANNA VICTORIA BODINE

Stephanie Caroline Morgan

ROBERT KING HARRELL

Other Offices

AUSTIN MONEY MANAGEMENT CORPORATION · AUSTIN, TX

EVERLONG FINANCIAL · AUSTIN, TX

EDWARD JONES · Austin, TX

HARRELL INVESTMENT PARTNERS, LLC · AUSTIN, TX

WEATHERGAGE CAPITAL, LLC · AUSTIN, TX

LBJ FAMILY WEALTH ADVISORS, LTD. · AUSTIN, TX

JAMES S. MARROQUIN, CFP · AUSTIN, TX

OSAIC WEALTH, INC. · AUSTIN, TX

More in Austin, TX

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