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Anthony Philip Rose

Orion Wealth Management LLC

Richardson, TX

Hyattsville, MD

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Current Employers
Orion Wealth Management Llc

3400 N. Central Expy. Ste. 110 -317, Richardson, TX 75080 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-11-02
  • TX RA
    APPROVED
    Since 2025-11-02

Branch Locations

3400 N. Central Expy. Ste. 110 -317, Richardson, TX 75080 • United States

Hyattsville, MD • 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
Samuel P. Rose Cpa Abingdon MD 09/2018 Present
Sodexo North Bethesda MD 02/2020 05/2023
Lidl Us Washington DC 05/2016 09/2018
  • 09/2018 → Present
    Samuel P. Rose Cpa
    Abingdon, MD
  • 02/2020 → 05/2023
    Sodexo
    North Bethesda, MD
  • 05/2016 → 09/2018
    Lidl Us
    Washington, DC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-17
  • S65 Uniform Investment Adviser Law Examination
    2025-07-17

View on SEC IAPD

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