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RODGERS & ASSOCIATES

LANCASTER, PA · CRD 121700 · IAPD ↗ · 717-560-3800

$1.63BRegulatory AUM
10Advisory reps
21Employees
0Clients
More than 500Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
August 2024 — RODGERS & ASSOCIATES filed an Item 4A succession naming RODGERS & ASSOCIATES (CRD 121700) — an entity change, not a deal.
Item 4A succession where the acquired firm is the same business (entity change, not a deal).
Integration & migration consultingCompliance

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.