Charles Phillip Rosen

Current Employers

Employment History

• 06/2001 → Present
  Cpr Insurance & Financial Services
  Altadena, CA
• 11/2014 → Present
  Cpr Financial & Insurance Services, Inc.
  Frisco, TX
• 01/2023 → 01/2024
  Oneadvisory
  Frisco, TX
• 07/2023 → 07/2024
  Fort Worth - Nabip
  Witchita Falls, TX
• 07/2024 → Present
  Dallas - Nabip
  Dallas, TX
• 07/2024 → Present
  National - Nabip
  Washington, DC
• 07/2025 → Present
  Tx - Nabip
  Dallas, TX

Previous Registrations

• 2006-08-15 → 2007-12-05
  Kovack Advisors, Inc.
  Ft. Lauderdale, FL
• 2005-01-03 → 2006-08-15
  Kovack Securities Inc.
  Simi Valley, CA
  Fort Lauderdale, FL
  Simi Valley, CA

Other Businesses

(1)PRESIDENT OF INSURANCE AGENCY, CPR INSURANCE & FINANCIAL SERVICES (DBA IN CA) UNDER CHARLES P. ROSEN, 1464 MADERA RD., STE. N390, SIMI VALLEY, CA 93065 (MAILING ADDRESS). INDEPENDENT INS AGENT,06/2001 TO PRESENT, 120 HRS PER MONTH, NON-INVESTMENT RELATED, PHYSICAL ADDRESS 1953 GALT ST., SIMI VALLEY CA 93065. Dallas - NABIP; Dallas, TX; Not investment related; Chapter Board Trustee since 7/2024; volunteer; Advise chapter and be a mentor to less experienced board members. 3/hrs/mo. National - NABIP; Washington, DC; Not investment related; Legislative Council since 7/2024; volunteer; Help review legislative issues and and their impacts on employers, employees, and consumers. 4/hrs/mo. TX - NABIP; Dallas, TX; Not investment related; Director/TX Legislative Chair since 07/2025; Update local chapter and EC or legislative updates; 4/hrs/mo. Dallas Chapter of NABIP; Dallas, TX; Not investment related; Legislative Chair and Board Trustee since 07/2025; Update membership legislative activities both on a state and federal level; 4/hs/mo.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-12-17
• S63 Uniform Securities Agent State Law Examination
  2002-10-17

Other Names

• Chuck P Rosen
• Chuck Rosen
• Charles P Rosen