Joshua Cole Rosenberg

Current Employers

Employment History

• 07/2020 → 04/2022
  Performance Volleyball Dba Nc Coastal Volleyball Club
  Wilmington, NC
• 04/2015 → Present
  Cetera Advisors Llc
  Denver, CO
• 10/2015 → 07/2020
  Nc Elite Volleyball Club
  Wilmington, NC
• 04/2022 → Present
  Masonboro Capital Group Llc, Nabell Winslow Investments
  Wilmington, NC
• 09/2013 → Present
  Nabell Winslow Wealth Management
  Wilmington, NC
• 09/2013 → Present
  Nabell Winslow Insurance
  Wilmington, NC
• 09/2013 → Present
  Nabell Winslow Life Insurance
  Wilmington, NC
• 03/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START: 03/2019; APX # OF HRS/WK & DUR TRDNG HRS: 4; TITLE: INSURANCE AGENT; DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG TERM CARE; 2. DBA NABELL WINSLOW INVESTMENTS AND WEALTH MANAGEMENT; INVESTMENT RELATED; ADDRESS IS THE REGISTERED LOCATION; FINANCIAL SERVICES AND INSURANCE; START 04/2015; 40-50 HOURS/WEEK DURING SECURITIES TRADING HOURS; INVESTMENT ADVISOR REPRESENTATIVE. 3. NAME OF OTHER BUSINESS: COUGAR POINT, LLC; INVESTMENT RELATED: NO; ADDRESS: 60 CARR CIRCLE, MINERAL, VA 23117; NATURE OF BUSINESS: REAL ESTATE HOLDING; START: 11/21/2016; TITLE: VICE PRESIDENT; APX # OF HRS/WK: 0-5 HRS; APX # OF HRS DURING TRADING HRS: VARIES; DUTIES: ACT IN ABSENCE OF PRESIDENT AND DISCUSS BUSINESS ACTIVITIES. 4. NAME OF OTHER BUSINESS: PARTNERS SQUARE LLC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: INSURANCE; START: 3/2019 TITLE: BUSINESS DEVELOPMENT OFFICER; APX # OF HRS/WK & DUR TRDNG HRS: 5; DUTIES: ADDRESS CLIENT NEEDS WITH FIXED PRODUCTS ; 5. NAME OF OTHER BUSINESS: NEW HANOVER ESTATE PLANNING COUNCIL; INVESTMENT RELATED: NO; ADDRESS: 1721 ALLENS LN #210 WILMINGTON NC 28403; NATURE OF BUSINESS: ESTATE PLANNING COUNCIL; START: 10/2020; TITLE: BOARD MEMBER; APX # OF HRS/WK & DUR TRDNG HRS: LESS THAN 1; DUTIES: ATTEND BOARD MEETINGS, ORGANIZE VENUES, SPEAKERS FOR CLIENTS, GROW MEMBERSHIP; 6. NAME OF OTHER BUSINESS: MASONBORO CAPITAL GROUP, LLC NABELL WINSLOW INVESTMENTS; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES AND INSURANCE; START: 4/2022; TITLE: PARTNER ; APX # OF HRS/WK: 40 ; APX # OF HRS DURING TRADING HRS: 32.5 ; DUTIES: WORKING WITH MANAGING PARTNERS TO RUN AND GROW BUSINESS; 7. NAME OF OTHER BUSINESS: NABELL WINSLOW WEALTH MANAGEMENT; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START: 9/2013; TITLE: OWNER; APX # OF HRS/WK: 40, APX # OF HRS DURING TRADING HRS: 32.5, DUTIES: DBA FOR FINANCIAL SERVICES; 8. NAME OF OTHER BUSINESS: NABELL WINSLOW INSURANCE; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START: 9/2013, TITLE: OWNER; APX # OF HRS/WK: 40, APX # OF HRS DURING TRADING HRS: 32.5, DUTIES: DBA FOR FINANCIAL SERVICES; 9. NAME OF OTHER BUSINESS: NABELL WINSLOW LIFE INSURANCE; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START: 9/2013, TITLE: OWNER; APX # OF HRS/WK: 40, APX # OF HRS DURING TRADING HRS: 32.5, DUTIES: DBA FOR FINANCIAL SERVICES; 10. NAME OF OTHER BUSINESS: THE AMERICAN COLLEGE OF FINANCIAL SERVICES; INVESTMENT RELATED: NO; ADDRESS: 630 ALLENDALE RD, SUITE 400, KING OF PRUSSIA, PA 19406; NATURE OF BUSINESS: BOARD; START: 11/2022; POSITION: ADVISORY BOARD MEMBER; APX # OF HRS/WK & DUR TRDNG HRS: 2; DUTIES: ATTEND 4 MEETINGS A YEAR AND SERVE ON COMMITTEE TO ACCOMPLISH THE NEXTGEN ADVISORY TASK FORCE GOALS; 11. NAME OF OTHER BUSINESS: CAMERON EXECUTIVE NETWORK; INVESTMENT RELATED: NO; ADDRESS: 601 S COLLEGE RD, WILMINGTON, NC 28403; NATURE OF BUSINESS: MENTOR PROGRAM FOR COLLEGE JUNIORS & SENIORS; START: 1/2023; TITLE: MENTOR; APX # OF HRS/WK & DUR TRDNG HRS: 2; DUTIES: MEET WITH STUDENTS WHO NEED MENTORSHIP & ADVICE ON CHOOSING CAREER PATHS, CREATING RESUMES, INTERVIEWING, & APPLYING FOR JOBS; 12. NAME OF OTHER BUSINESS: AIRLIE GARDENS FOUNDATION INC BOARD OF DIRECTORS; INVESTMENT RELATED: NO; ADDRESS: 300 AIRLIE RD, WILMINGTON, NC 28403; NATURE OF BUSINESS: BOARD; START: 8/2025; TITLE: APPOINTED BOARD MEMBER; APX # OF HRS/WK & DUR TRD HRS: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; DUTIES: ATTEND MONTHLY MEETINGS;

Exams

• S66 Uniform Combined State Law Examination
  2015-05-19

Designations

Other Names

• Joshua Rosenberg