# Roger George Tran

Roger George Tran is an investment adviser representative (IAR) with state registration records since 2019, appearing at 4 firms. Currently registered with CORE PLANNING, LLC.

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [NEWRETIREMENT ADVISORS, LLC](https://search.stillhousedata.com/firm/294881) | 2025-11-10 | 2026-04-01 | — |
| [CORE PLANNING, LLC](https://search.stillhousedata.com/firm/154660) | 2024-12-02 | present | Yes |
| [FACET WEALTH, INC](https://search.stillhousedata.com/firm/285961) | 2019-09-11 | 2023-12-20 | — |
| [GROVE](https://search.stillhousedata.com/firm/281084) | 2019-03-14 | 2019-09-06 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6863686)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6863686.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.