Paul Jacob Rogers

Current Employers

Employment History

• 01/2020 → 02/2022
  Principal Life Insurance Company
  Mckinney, TX
• 05/2020 → 02/2022
  Principal Securities Inc
  Mckinney, TX
• 06/2018 → 12/2019
  National Oilwell Varco
  Houston, TX
• 06/2017 → 05/2018
  Bkd Llp
  Houston, TX
• 01/2015 → 05/2017
  Vivint
  Provo, UT
• 01/2020 → 03/2021
  Rogers-Tate Financial Group
  Mckinney, TX
• 03/2022 → Present
  Kestra Investment Services, Llc
  Mckinney, TX
• 03/2022 → Present
  Kestra Advisory Services, Llc
  Mckinney, TX

Previous Registrations

• 2020-07-20 → 2022-02-14
  Principal Securities, Inc.
  Mckinney, TX
  Addison, TX
  Mckinney, TX

Other Businesses

***Fixed Insurance; Not Investment Related; Addison, TX; Agent; Fixed Life, Annuity, DI, Health, LTC, Medicare Supplements, and Group Products; Start Date: 01/16/2020; 200 hrs per month; 5 during trading hours. ***Mckinney Wealth Management; Not Investment Related; Mckinney, TX; Registered Administrative Staff; Complete firm administration tasks pertaining to clients. Running reports, scheduling, organizing insurance labs.; Start Date: 01/01/2020; 40 hrs per month; 40 during trading hours. MCKINNEY WEALTH MANAGEMENT POSITION: Advisor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 01/11/2022 ADDRESS: 2600 Eldorado Pkwy, 210, mckinney TX 75070, United States DESCRIPTION: FInd new clients, sales, and client relations KESTRA ADVISORY SERVICES POSITION: Advisor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 01/10/2023 ADDRESS: 5707 SW Pkwy, Ste 400, Austin TX 78735, United States DESCRIPTION: Prospecting, Sales, client outreach

Exams

• S66 Uniform Combined State Law Examination
  2020-07-01