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19800 Macarthur Boulevard Santa Ana Ca, Santa Ana, CA 92704 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-10-01 |
Branch Locations
19800 Macarthur Boulevard Santa Ana Ca, Santa Ana, CA 92704 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mercer Global Advisors Inc. | Costa Mesa | CA | 08/2019 | 02/2022 |
| Unemployed | Santa Ana | CA | 02/2022 | 04/2024 |
| Jackson Financial Management | Costa Mesa | CA | 04/2006 | 03/2020 |
| 7 Summits Investment Management Llc | Irvine | CA | 04/2024 | Present |
Mr. Rogers is a member of Enhanced Insurance Services LLC, an insurance sales company in Costa Mesa, CA. Enhanced Insurance Services LLC does business as "Advanced Design Insurance Services" in California. Mr. Rogers is a licensed insurance agent and may recommend the purchase of certain insurance-related products on a commission basis.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 1991-01-24 |
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