Nathan F Rogero

Current Employers

Employment History

• 10/2008 → 04/2019
  Massmutual Life Insurance Company
  Jacksonville, FL
• 02/2011 → 01/2018
  Mml Investors Services, Llc
  Jacksonville, FL
• 01/2018 → 04/2019
  Liberty Partners Financial Services, Llc
  Jacksonville, FL
• 04/2019 → 03/2023
  Lincoln Financial Advisors, Inc
  Jacksonville, FL
• 03/2023 → Present
  Commonwealth Financial Network
  Waltham, MA
• 03/2023 → Present
  Aegis Consulting
  Jacksonville, FL

Previous Registrations

• 2020-01-10 → 2023-03-01
  Osaic Fa, Inc.
  Jacksonville, FL

Other Businesses

1. Fixed insurance sales; as of 12/01/2022; 20% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner, Rogero Capital, LLC, a private entity established to facilitate securities, advisory, and insurance business; Located at 1 Independent Dr Ste 2901, Jacksonville, FL 32202 as of 03/01/2023; 50% time spent during business hours; Conducted at branch; Investment related. 3. Owner, Block Holdings, LLC, an entity created for the purpose of holding investments; Located in Point Vedra Beach, FL; as of 07/05/2022; 0% of time spent during business hours; Not Conducted at branch location; Investment related. 4. Owner, Fortify Holdings, LLC; private entity established as a holding company; Located at Point Vedra Beach, FL; as of 2/01/2023; Less than 1% of time spent during business hours; Not conducted at branch location; Not investment related. 5. Co-owner, 233 Capital, LLC; AR Medical Sales; Located in Ponte Vedra Beach, FL; as of 8/31/2023; Less than 1% of time spent during business hours; Not conducted at branch location; Not investment related. 6. Owner, CLA Holdings, LLC, an entity created for investing in real estate in Jacksonville, FL;, as of 07/02/2019; 0% of time; Not Conducted at branch; Investment related.

Exams

• S63 Uniform Securities Agent State Law Examination
  2021-10-12
• S65 Uniform Investment Adviser Law Examination
  2019-12-30