James Allen Rosset

Current Employers

Employment History

• 02/2014 → 09/2024
  Flagstar Bank
  Grand Haven, MI
• 07/2016 → 01/2024
  Infinex Investments, Inc.
  Holland, MI
• 02/2024 → 09/2024
  Lpl Financial Llc
  Holland, MI
• 09/2024 → 05/2025
  Osaic Institutions, Inc.
  Meriden, CT
• 09/2024 → Present
  Choiceone Bank
  Sparta, MI
• 05/2025 → Present
  Ameriprise Financial Services, Llc
  Holland, MI

Previous Registrations

• 2024-10-03 → 2025-05-21
  Osaic Institutions, Inc.
  Sparta, MI
• 2024-02-06 → 2024-10-24
  Lpl Financial Llc
  San Diego, CA
  Holland, MI
  Holland, MI
• 2016-07-01 → 2024-02-01
  Osaic Institutions, Inc.
  Holland, MI
  Holland, MI
• 2014-09-22 → 2016-07-01
  Essex National Securities, Llc
  Grand Haven, MI
  Holland, MI
• 2012-09-19 → 2013-04-30
  Royal Advisors, Llc
  Grandville, MI

Other Businesses

Independent Insurance Brokering; ASPIDA; 10/01/2024; Fixed Annuity. Outside Employment; Choice One Bank; VP Wealth Management, Dual employee of Choice One Bank and Ameriprise; VP Wealth Management, Dual employee of Choice One Bank and Ameriprise; 151 Central Ave STE 120, , Holland, MI, 49423; Investment-Related; 05/19/2025; 10 to 19 hours per month; 10 to 19 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-08-31
• S63 Uniform Securities Agent State Law Examination
  2011-05-06

Other Names

• James A Rosset
• Jim Allen Rosset
• Jim A Rosset
• Jim Rosset
• James Rosset