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Lacy Nicole Rogers

The Dedicated Dollar

Fort Worth, TX

CRD 6226402

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Employer firm

The Dedicated Dollar CRD 317383

$4.05M regulatory AUM 14 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
The Dedicated Dollar

Fort Worth, TX • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-01-03
  • TX RA
    APPROVED
    Since 2022-01-03

Branch Locations

Fort Worth, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Dallas TX 06/2015 05/2017
Hilltop Securities Inc. Dallas TX 05/2017 Present
The Dedicated Dollar Fort Worth TX 09/2021 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-04-09
  • S66 Uniform Combined State Law Examination
    2015-04-09
Designations
  • Certified Financial Planner
Other Names
  • Lacy Nicole Rogers
  • Lacy Nicole Rogers
  • Lacy Nicole Pritchard

View on SEC IAPD

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