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Green Bay, WI • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 06/2016 | 03/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Green Bay | WI | 03/2019 | 01/2022 |
| Bank Of America, N.A. | Green Bay | WI | 05/2019 | 01/2022 |
| Safeguard Wealth Management | Green Bay | WI | 01/2022 | 06/2022 |
| Rosales Wealth Management Llc | Green Bay | WI | 09/2022 | Present |
Francisco Rosales is a licensed insurance agent.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 2016-01-28 |
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