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Current Employers
Rosenberg Wealth Advisors

187 South Old Woodward Avenue Suite 208, Birmingham, MI 48009 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2026-03-20
  • MI RA
    APPROVED
    Since 2026-03-20

Branch Locations

West Bloomfield, MI • United States

187 South Old Woodward Avenue Suite 208, Birmingham, MI 48009 • 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
OrganizationCityStateFromTo
Robert W. Baird & Co. Incorporated Birmingham MI 07/2011 03/2026
Rofi Llc West Bloomfield MI 03/2026 Present
Previous Registrations
Other Businesses

1) J & B Partners LLC; Not investment-related; West Bloomfield, MI. 48322; Food truck; Owner and Partner; Silent partner; Less than 5% of time during the month. 2) Smartbridge S.A.S.; Not investment-related; Calle 10 # 36 - 24 P 3, , Medellin, Colombia, 050021; Partner; Hospitality service; Strategic financial partner; Assist with financial modeling, marketing strategies; Less than 5% of time during the month.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-10-17
  • S66 Uniform Combined State Law Examination
    2011-10-17

View on SEC IAPD

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