Chad Truman Rose

Current Employers

Employment History

• 05/2016 → 12/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dallas, TX
• 10/2016 → 12/2018
  Bank Of America, N.A.
  Dallas, TX
• 01/2010 → Present
  Rose Management
  Liberty Hill, TX
• 01/2019 → 04/2019
  Wealth Watch Advisors
  Englewood, CO
• 01/2019 → 10/2020
  Lincoln Wealth
  Carrolton, TX
• 04/2019 → Present
  Simplicity Wealth, Llc
  Holland, MI
• 07/2019 → 11/2020
  La Capital Wealth Management, Llc
  Carrollton, TX
• 11/2020 → Present
  Olympus Capital, Llc
  Richardson, TX

Previous Registrations

• 2019-08-05 → 2020-11-11
  La Capital Wealth Management
  Carrollton, TX
• 2019-04-16 → 2019-08-15
  Simplicity Wealth
  Carrollton, TX
  Summit, NJ
• 2019-01-14 → 2019-07-01
  Wealth Watch Advisors, Inc
  Carrollton, TX
• 2016-09-02 → 2018-12-03
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dallas, TX

Other Businesses

I*95347 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: ROSE MANAGEMENT INC. INVESTMENT RELATED: N ADDRESS OF BUSINESS: 7001 VALLECITO DR., AUSTIN, TEXAS 78759 NATURE OF BUSINESS: FAMILY BUSINESS, POSITION, TITLE, ASSOCIATION: FAMILY HELD, START DATE OF RELATIONSHIP: 8/1/2011 NUMBER OF HOURS DEVOTED: 0 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: SECRETARY, NON FUNCTIONING DUTY. ROSE MANAGEMENT INC. IS A FAMILY RUN ORGANIZATION. I HAVE NO AUTHORITY TO MAKE DECISIONS. JUST GIVEN A POSITION IN NAME ONLY, AND I DO NOT RECEIVE COMPENSATION FOR THE POSITION. Partner; Rose Capital Advisors; investment related: No; Location: 7307 Casa Loma Avenue Dallas TX 75214 Dallas; Description of the business: Holding Company; Responsibilities Duties: None at this time; Start date with business: 2020-05-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 0; Non-Participating Partner; Rose Management; investment related: No; Location: 208 Martindale Avenue Liberty Hill Texas 78642 Williamson; Description of the business: Management of real estate properties; Responsibilities Duties: None; Start date with business: 2016-01-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 0;

Exams

• S66 Uniform Combined State Law Examination
  2016-09-01

Other Names

• Chad T Rose