Luis Francisco Rosa

Current Employers

Employment History

• 06/2012 → 02/2017
  Coltrain Funding Group
  Hauppauge, NY
• 06/2016 → 10/2017
  Haydel, Biel & Associates
  Pasadena, CA
• 06/2016 → 06/2017
  Arete Wealth Management Llc
  Chicago, IL
• 04/2016 → 04/2020
  Build A Better Financial Future (Dbawhileatretirementwealthadv)
  Henderson, NV
• 06/2017 → 01/2022
  Zeiders Enterprises
  Woodbridge, VA
• 03/2017 → 11/2018
  Platinum Home Mortgage
  New York, NY
• 10/2017 → 04/2020
  Retirement Wealth Advisors
  Henderson, NV
• 11/2018 → 09/2019
  Equity Prime Mortgage
  Manahawkin, NJ
• 06/2020 → 02/2026
  Build A Better Financial Future
  Los Angeles, CA
• 10/2024 → 11/2025
  Origin Investment Advisory Llc
  Boston, MA
• 11/2025 → Present
  Savvy
  Las Vegas, NV

Previous Registrations

• 2020-04-16 → 2026-02-23
  Build A Better Financial Future Llc
  Henderson, NV
  Pasadena, CA
• 2017-11-14 → 2020-04-30
  Brookstone Wealth Advisors, Llc
  Henderson, NV
• 2016-06-07 → 2017-10-27
  Equanimity Financial Partners
  Pasadena, CA
• 2015-05-27 → 2016-05-17
  Private Advisor Group, Llc
  White Plains, NY
  Morristown, NJ
  Henderson, NV
• 2016-01-22 → 2016-02-12
  Lpl Financial Llc
  Weston, FL
  Henderson, NV

Other Businesses

(1) Build a Better Financial Future, LLC. Investment-related. Tax Preparation & Public Speaking/Content Creation. 4/16/2016. 5 hours per month. I provide tax preparation services during tax season. I also do paid public speaking engagements and provide educational content creation for organizations. I also host a podcast (no compensation) using the same name. (2) BlatinX Internship Program. Not investment-related. Non-profit. Officer. 6/1/2020. 2 hours per month. Non-profit internship program for aspiring financial advisors from underrepresented communities.

Exams

• S66 Uniform Combined State Law Examination
  2015-05-20
• S63 Uniform Securities Agent State Law Examination
  2002-01-05

Designations