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Rose Wealth, LLC CRD 334740
$5.90M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
305 West Loop 281 Suite 101, Longview, TX 75605 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-19 |
Branch Locations
305 West Loop 281 Suite 101, Longview, TX 75605 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Tyler | TX | 04/2021 | 11/2025 |
| Merrill Lynch Wealth Management | Tyler | TX | 03/2019 | 04/2021 |
| Ashley Furniture Homestore | Tyler | TX | 09/2017 | 03/2019 |
| Acceptance Now | Tyler | TX | 01/2017 | 04/2018 |
| Acceptance Now | Lufkin | TX | 04/2013 | 01/2017 |
| Rose Wealth, Llc | Longview | TX | 11/2025 | Present |
| Vasso & Asscociates Llc | Tyler | TX | 08/2021 | 11/2025 |
INSURANCE AGENT- INVESTMENT RELATED; LONGVIEW, TX, INSURANCE SALES, INSURANCE AGENT; DEVOTES NOT MORE THAN 30% OF AGENTS TIME DURING WORKING HRS/MO DURING TRADING HOURS; SALE OF VARIOUS INSURANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-01 |
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