Gary Henry Vogel

Current Employers

Employment History

• 11/2009 → 12/2024
  Trinity Portfolio Advisors, Llc
  Fort Worth, TX
• 04/2025 → Present
  Simplicity Wealth
  Summit, NJ
• 01/2025 → Present
  Vogel Financial Group
  Waco, TX

Previous Registrations

• 2009-11-25 → 2024-12-31
  Trinity Portfolio Advisors, Llc
  Waco, TX
  Southlake, TX
• 2004-02-10 → 2009-11-16
  Mml Investors Services, Llc
  Waco, TX
  Waco, TX
• 1989-12-07 → 2004-01-20
  Mony Securities Corporation
  Waco, TX

Other Businesses

Gary Vogel; Investment related no; independent insurance agent; 3004 Deerwood Dr. Waco, TX 7t6710; Hours per month 15; Annuities, Life Insurance, Long Term Care, Disability Insurance; 08/03/1986. Vogel Financial Group; investment related yes, insurance sales/owner; 3004 Deerwood Dr. Waco, TX 7t6710; Hours per month 15; Annuities, Life Insurance, Long Term Care, Disability Insurance; 08/03/1986. Greater Waco Chamber of Commerce ; investment related no; volunteer; 101 S. 3rd St. Waco, TX 76710; Hours per month 3; Volunteer to sell sponsorships and advertising for our local Chamber of Commerce; 05/01/2004 Vogel's Spices, LLC ; investment related no; member; 3004 Deerwood Drive Waco, TX 76710; Hours per month 5; Sell spices online and and to some stores to sell; 05/01/2016 Cheryl F. Vogel Edmond H. Fadal, Sr. 1983 Estate Trust 2 ; investment related; 3004 Deerwood Dr Waco, TX 76710; Co-Trustee; Hours per month 1; assist his wife when needed; 2/1/1991

Exams

• S66 Uniform Combined State Law Examination
  2004-03-17
• S63 Uniform Securities Agent State Law Examination
  1989-12-04