Simon Cawthon Rosenberg

Employer firm

Homestead Financial Partners CRD 306371

$18.2M regulatory AUM

Reported services (Item 5G)

Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers

Homestead Financial Partners

Tampa, FL • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APP_PEND_IARCE	2026-01-01

FL RA
APP_PEND_IARCE

Since 2026-01-01

Branch Locations

Tampa, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Snow Capital Management	Sewickley	AL	06/2007	01/2019
Homestead Financial Llc	Tampa	FL	10/2019	Present
Sabal Trust	St. Petersburg	FL	01/2019	10/2019
Hci Group, Inc.	Tampa	FL	05/2022	08/2023

06/2007 → 01/2019

Snow Capital Management

Sewickley, AL
10/2019 → Present

Homestead Financial Llc

Tampa, FL
01/2019 → 10/2019

Sabal Trust

St. Petersburg, FL
05/2022 → 08/2023

Hci Group, Inc.

Tampa, FL

Previous Registrations

2008-02-13 → 2019-01-15

Snow Capital Management, L.P.

Sewickley, PA

Other Businesses

1) 01/01/2015: Investor in Allegheny BC Two, which owns several apartment complexes. Business address is 121 Edgewood Ave #2, Pittsburgh PA, 15218. This item is not investment-related and requires no hours or work as part of the passive investment.