# JOHN DAVID ROEGNER

JOHN DAVID ROEGNER is an investment adviser representative (IAR) with state registration records since 2004, appearing at 5 firms. Currently registered with WEALTHSPIRE RETIREMENT ADVISORY.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [WEALTHSPIRE RETIREMENT ADVISORY](https://search.stillhousedata.com/firm/121254) | 2018-08-13 | present | Yes |
| [SAVANT CAPITAL,  LLC](https://search.stillhousedata.com/firm/107271) | 2014-09-08 | 2017-08-07 | — |
| [SOUTHEAST INVESTMENTS, N.C., INC.](https://search.stillhousedata.com/firm/43035) | 2013-05-17 | 2014-04-02 | — |
| [COLTON GROOME FINANCIAL ADVISORS, LLC](https://search.stillhousedata.com/firm/128365) | 2009-04-15 | 2011-05-23 | — |
| [VALMARK ADVISERS INC](https://search.stillhousedata.com/firm/108050) | 2004-08-31 | 2011-06-02 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4704719)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4704719.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.