Donald Rogers has been an investment adviser representative at Gilbert Greg RIA since September 2020, and is not listed among the firm’s executive officers or direct owners.
Gilbert Greg RIA, LLC is an Oakland, CA firm with $174M under management, 657 clients and 35 advisers across 35 offices, as of its May 2026 filing.
Donald Rogers’ longest registration was 14 years at Western Equity Group, Inc. (2004–2019). Before joining Gilbert Greg RIA in 2020, Donald Rogers was registered through Jeffrey Matthews Wealth Management, LLC and Western Equity Group, Inc.
- – present · 6 yearsChula Vista, CA · Adviser representative · Firm CRD 304981
- Infinity Financial Services– · under a yearOakland, CA · Adviser representative · Firm CRD 144302
- Jeffrey Matthews Wealth Management, LLC– · 1 yearChula Vista, CA · Adviser representative · Firm CRD 155392
- Western Equity Group, Inc.– · 14 yearsChula Vista, CA · Adviser representative · Firm CRD 130876
- Sentra Securities Corp– · 4 yearsCarlsbad, CA · Adviser representative · Firm CRD 10249
Investment adviser representative registrations
Donald Rogers is registered as an investment adviser representative in California, since September 2020.
- CaliforniaSince 30 September 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 2 January 2023 |
| Series 7TO | General Securities Representative Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 21 October 2004 |
| Series 65 | Uniform Investment Adviser Law Examination | 23 September 1999 |
| Series 00 | General Securities Principal Examination | 12 July 1973 |
| Series 1 | Registered Representative Examination | 26 May 1966 |
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Principal Examination
- Name
- Registered Representative Examination
- Full name
- Donald Clinton Rogers
- CRD
- 402705
- Firm
- Gilbert Greg RIA · CRD 304981
- Office
- 529 3rd Ave, Chula Vista, CA 91910
- Registration
- Investment adviser and broker registrations
- In the industry since
- May 1966
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Donald Rogers work?
Donald Rogers is an investment adviser representative registered through Gilbert Greg RIA, LLC since September 2020, and is not listed among the firm’s executive officers or direct owners.
Is Donald Rogers a financial advisor?
Yes. Donald Rogers has a current investment-adviser registration in California, through Gilbert Greg RIA since September 2020.
How many years of experience does Donald Rogers have?
Donald Rogers has 60 years in the financial industry, since May 1966, across 5 adviser firms.
What exams has Donald Rogers passed?
Donald Rogers has passed 6 licensing exams: the Series 1, Series 00, Series 65, Series 63, Series 24 and Series 7TO. The earliest, the Series 1, was passed in May 1966. FINRA credited Donald Rogers with the SIE, which began in October 2018.
Where did Donald Rogers work before Gilbert Greg RIA?
Before Gilbert Greg RIA, Donald Rogers was registered through Jeffrey Matthews Wealth Management, LLC, June 2019 to September 2020; Western Equity Group, Inc., October 2004 to February 2019; Sentra Securities Corp, October 1999 to September 2004.
Where is Donald Rogers based?
Donald Rogers’ registered office is in Chula Vista, CA.
Is Donald Rogers registered with FINRA?
Yes. Donald Rogers has a current broker registration, under CRD 402705.
Source: FINRA BrokerCheck
How can I verify Donald Rogers’ record?
Search CRD 402705 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Donald Rogers’ full registration record.