Larry D. Rogers

NAVITER WEALTH

CARLSBAD, CA

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CRD#: 7160220

Professional summary

Larry Dean Rogers II, CFA, who also goes by Dean Rogers, is a registered financial advisor currently at NAVITER WEALTH, LLC located in Carlsbad, California.

Larry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Larry has worked at 4 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Dean Rogers

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Larry Dean Rogers II's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFA

Chartered Financial Analyst

Experience

Current

May 21, 2026 - Present

NAVITER WEALTH, LLC

RIA

CRD#: 311508

CARLSBAD, CA

Past

April 25, 2023 - February 7, 2024

INTELLIGENCE DRIVEN ADVISERS, LLC

RIA

CRD#: 299589

CARLSBAD, CA

Past

September 22, 2020 - April 5, 2023

SILICON HILLS WEALTH MANAGEMENT

RIA

CRD#: 166030

Austin, TX

Past

November 21, 2019 - September 8, 2020

TPB WEALTH ADVISORS, LLC

RIA

CRD#: 150508

SAN ANTONIO, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

NAVITER WEALTH, LLC

NAVITER TRUST | NAVITER WEALTH, LLC | NAVITER WEALTH LLC

CRD#: 311508 / SEC#: 801-120077

RIA

Registered Investment Advisory firm - (1/4/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(5/21/2026)

IAR

Kentucky
(5/21/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/21/2019

Uniform Investment Adviser Law Examination

Current Firm

NAVITER WEALTH, LLC

NAVITER TRUST | NAVITER WEALTH, LLC | NAVITER WEALTH LLC

CRD#: 311508 / SEC#: 801-120077

RIA

Registered Investment Advisory firm - (1/4/2021 Approved)

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Contact information

Main Address

1 Information Way Suite 400, Little Rock, AR 72202

Mailing Address

Phone number

(501) 333-9800

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (21 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

NAVITER WEALTH LLC FORM ADV2A ("DISCLOSURE BROCHURE") (7/30/2025)

Regulatory assets under management

Total Number of Accounts	1,022
AUM (Assets Under Management)	$ 1,454,171,895

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Larry D. Rogers

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Larry Dean Rogers II's CRS (Customer Relationship Summary).

Certified licenses

Experience

NAVITER WEALTH, LLC

INTELLIGENCE DRIVEN ADVISERS, LLC

SILICON HILLS WEALTH MANAGEMENT

TPB WEALTH ADVISORS, LLC

Primary Firm SEC Registration

NAVITER WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/21/2019

Current Firm

NAVITER WEALTH, LLC

Contact information

SEC notice filing (21 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

NAVITER WEALTH, LLC

TRUST BUT VERIFY

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