Gunnar Rogers

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-07-02

TX RA
APPROVED

Since 2024-07-02

Branch Locations

5128 Apache Plume Rd, Fort Worth, TX 76109 • 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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Fort Worth	TX	04/2024	Present
Texish Creative, Llc	Austin	TX	02/2020	Present
Creators Collective	Austin	TX	10/2022	03/2024
Scribe Media	Austin	TX	01/2021	10/2022
Church Fuel	Alpharetta	GA	06/2020	01/2021
Alignment Leadership	Austin	TX	11/2019	06/2020
Msb School Services	Austin	TX	02/2019	12/2019
Oracle Corp	Austin	TX	07/2018	02/2019
Texas A&M University	College Station	TX	09/2014	05/2018
Bank Of America, N.A.	Fort Worth	TX	06/2024	Present

04/2024 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Fort Worth, TX
02/2020 → Present

Texish Creative, Llc

Austin, TX
10/2022 → 03/2024

Creators Collective

Austin, TX
01/2021 → 10/2022

Scribe Media

Austin, TX
06/2020 → 01/2021

Church Fuel

Alpharetta, GA
11/2019 → 06/2020

Alignment Leadership

Austin, TX
02/2019 → 12/2019

Msb School Services

Austin, TX
07/2018 → 02/2019

Oracle Corp

Austin, TX
09/2014 → 05/2018

Texas A&M University

College Station, TX
06/2024 → Present

Bank Of America, N.A.

Fort Worth, TX

Other Businesses

I*1815313, Entity Type: Entity For Profit, Name of OBA: Texish Creative, LLC, Address: Fort Worth, TX, 76123, Investment Related: No, Position, Title, Association: Owner, Employee Start Date: 02/03/2020, No Hours: 2hrs/Mo, No Hours during trading: ), Duties: I help three clients get booked on various podcasts and online platforms to promote their book, brand, and message. Their names and businesses are as follows: Bill Yoh: Day & ZimmermanDennis Allen: The Disciple DilemmaGregg Murphy & Michael Latch: Patter.ioFor each client I use an AI tool that sends out up to 200 media pitchers per client per month. Once responses come in that would like to book one of my clients I coordinate the scheduling. In total this work takes no more than 2 hours of my time every month.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-02-24

S66 Uniform Combined State Law Examination

2024-02-24

Other Names

Gunnar Bane Rogers

View on SEC IAPD