Zachary Tyler Rogers

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

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

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-08-10

Branch Locations

1551 N Tustin Ave Ste 100, Santa Ana, CA 92705 • United States

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

Organization	City	State	From	To
Fidelity Investments	Westlake	TX	09/2023	07/2026
Texans For Jodey Arrington	Lubbock	TX	11/2022	06/2023
Texas Tech University	Lubbock	TX	08/2019	05/2023
U.S. House Of Representatives	Lubbock	TX	05/2022	09/2022
Papa John's	Lubbock	TX	05/2022	06/2022
Papa John's	Kingwood	TX	06/2020	07/2020
Fuddruckers	Kingwood	TX	01/2018	03/2018
Kingwood Highschool & Riverwood Middle School	Kingwood	TX	01/2013	05/2019
Wells Fargo Advisors Financial Network, Llc	The Woodlands	TX	07/2026	Present

09/2023 → 07/2026

Fidelity Investments

Westlake, TX
11/2022 → 06/2023

Texans For Jodey Arrington

Lubbock, TX
08/2019 → 05/2023

Texas Tech University

Lubbock, TX
05/2022 → 09/2022

U.S. House Of Representatives

Lubbock, TX
05/2022 → 06/2022

Papa John's

Lubbock, TX
06/2020 → 07/2020

Papa John's

Kingwood, TX
01/2018 → 03/2018

Fuddruckers

Kingwood, TX
01/2013 → 05/2019

Kingwood Highschool & Riverwood Middle School

Kingwood, TX
07/2026 → Present

Wells Fargo Advisors Financial Network, Llc

The Woodlands, TX

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-07-29
S63	Uniform Securities Agent State Law Examination	2023-11-10