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1805 Shea Center Dr Suite 420, Highlands Ranch, CO 80129 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2017-12-15 |
| TX | RA | APPROVED | 2017-12-15 |
Branch Locations
1805 Shea Center Dr Suite 420, Highlands Ranch, CO 80129 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Englewood | CO | 02/2009 | 11/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 11/2017 |
| Purshe Kaplan Sterlings Investments | Albany | NY | 11/2017 | 11/2023 |
| Pksa | Albany | NY | 11/2017 | 12/2017 |
| Morganrosel Wealth Management, Llc | Highlands Ranch | CO | 12/2017 | 01/2026 |
| Rosel Wealth Managment, Llc | Highlands Ranch | CO | 01/2026 | Present |
1)ROSEL AIRLINES, LLC; NOT INVESTMENT RELATED; 239 W PANCAKE BLVD LIBERAL, KS 67901; LEGAL ENTITY THAT HOLDS AIRPLANE; MEMBER; 11/2016; 0 HOURS/MONTH; NO ON GOING OPERATION, ENTITY ONLY HOLD AIRPLANE 2) Fixed Insurance, Investment Related. 1805 Shea Center Drive, Suite 420, Highlands Ranch, CO, 80129. Investment Related. Agent. Start 1/1/2018. 1 hour/1 hour. Help clients obtain life insurance coverage through Ash Brokerage and various carriers.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-06-27 |
| S63 | Uniform Securities Agent State Law Examination | 2001-06-19 |
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