Mark Andrew Rodgers

Current Employers

Employment History

• 06/2007 → 01/2018
  Wells Fargo Clearing Services, Llc
  Chicago, IL
• 01/2018 → 04/2023
  Raymond James Financial Services, Inc.
  Chicago, IL
• 01/2018 → 04/2023
  Raymond James Financial Services Advisors Inc.
  Chicago, IL
• 01/2018 → Present
  Bmr Retirement Group, Llc
  Chicago, IL
• 12/2018 → Present
  N/A - Non-Variable Insurance
  Chicago, IL
• 11/2018 → Present
  Drai'S 1512, Llc
  Chicago, IL
• 03/2019 → Present
  Bmr Retirement Group, Llc
  Chicago, IL
• 04/2023 → Present
  Concurrent Investment Advisors Llc D/B/A Bmr Retirement, Llc
  Chicago, IL
• 04/2023 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2018-01-05 → 2023-04-25
  Raymond James Financial Services Advisors, Inc
  Chicago, IL
  Chicago, IL
  Chicago, IL
• 2007-08-20 → 2018-01-11
  Wells Fargo Clearing Services, Llc
  Chicago, IL

Other Businesses

(1) Concurrent Investment Advisors LLC DBA BMR Retirement Group LLC-I/R Yes-1512WChicagoAveSte1,ChicagoIL-Biz RIA-Position InvestmentAdvRep-StartDate04-123-Hrs/month160-Hrs/trading40-Make recommendations or otherwise give investment advice regarding securities, manage accounts or portfolios of clients, determine which recommendation or advice regarding sec should be given based on client suitability, time horizon, risk & objectives-Comp Advisory Fees (2) Financial Independence Group(FIG)-I/R No-19520 W Catawba Ave Ste 200, Cornelius, NC - Life Insurance & LTC-Position/-StartDate 9/14/21-Hrs/month 0Hrs/during trading Biz 0-Duties: utilize FIG as an FMO to run illustrations & quotes for life insurance & LTC-Comp Commissions (3) Financial Strategies Group, LLP (FSG) Life Insurance & LTC-Position/-StartDate 9/14/21-Hrs/month 0Hrs/during trading Biz 0-Duties: utilize FSG as an FMO to run illustrations & quotes for life insurance & LTC-Comp Commissions (4) Fixed Business, Investment Related,1512WChicagoAveSte 1,Chicago, Agent, 04/2023, 4 hours, 4 hours, sell fixed business products. (5) Drai's1512LLC- I/RNo-1512 W Chicago Ave Ste 1, Chicago, IL-Biz50%owner of1512WChicagoAve-Position Owner-StartDate11/01/18Hrs/month1Hrs/during trading0Duties-Purch50% of property1512 W Chicago Ave & leased to BMR. Its our Chicago office-Comp Rental Income (6) Winchester Place-I/R No-1136N Winchester Ave, Chicago, IL-Biz Renting our Coach House-Position Owner-StartDate10-04-18 hrs/month1Hrs/duringtrading0-DutiesRole is limited because my partner JoAnne will be manage the day to day operations&100%of the rev is allocated to her-Comp Rental Income (7) 18Rodgers18, LLC – Not investment related - Coloma, MI 49038 - Real Estate Rental - Owner - 07/2026 - 25 hours/mo; 0 trading hours/mo - Oversee Day to day operation of a short term vacation rental property, including guest communication, reservation management, vendor coordination, property maintenance, Financial oversight and compliance with applicable rental regulations.

Exams

• S66 Uniform Combined State Law Examination
  2007-08-17
• S63 Uniform Securities Agent State Law Examination
  1995-09-14

Other Names

• Mark A Rodgers