Martha Elizabethann Rosner

Current Employers

Employment History

• 11/2005 → Present
  Vicus Capital, Inc. (Formerly Pfg Financial Advisors)
  State College, PA
• 09/2013 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 01/2008 → Present
  Rosner Financial Group
  Watertown, NY
• 01/2005 → Present
  Rosner Financials
  Carthage, NY

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 DATE: 12/08, APX NUMBER OF HOURS PER WEEK: 5, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG TERM CARE; 2) VICUS CAPITAL, INC., INVESTMENT RELATED, SAME AS REGISTERED ADDRESS, OUTSIDE RIA - ADVISORY BUSINESS, START 01/2007, 2HRS/WK (TRADING HOURS), INVESTMENT ADVISOR REPRESENTATIVE; 3) NAME OF OTHER BUSINESS: JJ COASTAL VACATIONS ; INVESTMENT RELATED: NO ; ADDRESS: 1303 SOUNDVIEW TRAIL, GULF BREEZE, FL 32561 ; NATURE OF BUSINESS: VACATION RENTAL PROPERTY ; START DATE: 03/2019 ; POSITION/TITLE/RELATIONSHIP: OWNER/ PROPERTY MANAGER ; APX NUMBER OF HOURS PER WEEK: 8-10 ; APX NUMBER OF HOURS DURING TRADING HOURS: NONE ; BRIEF DESCRIPTION OF DUTIES: MANAGING SEVERAL PROPERTIES AND MANAGE ALL FINANCIAL RESPONSIBILITIES MOST IMPORTANTLY RENTING ; 4) OWNER, DBA ROSNER FINANCIAL GROUP, ALL BUSINESS NORMALLY PROVIDED BY FINANCIAL REPRESENTATIVES, BEGAN 01/2008, 45HRS/WKDY ONLY; 5) NAME OF OTHER BUSINESS: RENTLAKEPLACID LLC ; INVESTMENT RELATED: NO ; ADDRESS: 2577 MAIN ST, LAKE PLACID NY 12946 ; NATURE OF BUSINESS: VACATION RENTAL PROPERTY ; START DATE: 8/2018 ; POSITION/TITLE/RELATIONSHIP: OWNER / MANAGER ; APX NUMBER OF HOURS PER WEEK: 20 ; APX NUMBER OF HOURS DURING TRADING HOURS 20 ; BRIEF DESCRIPTION OF DUTIES: OVERSEE & DIRECT MARKETING, CLIENT MANAGEMENT ; 6) NAME OF OTHER BUSINESS: STAY ADK LLC ; INVESTMENT RELATED: NO ; ADDRESS: 2577 MAIN ST, LAKE PLACID NY 12946 ; NATURE OF BUSINESS: VACATION RENTAL PROPERTY ; START DATE: 12/2019 ; POSITION/TITLE/RELATIONSHIP: OWNER / MANAGER ; APX NUMBER OF HOURS PER WEEK: 20 ; APX NUMBER OF HOURS DURING TRADING HOURS 20 ; BRIEF DESCRIPTION OF DUTIES: OVERSEE & DIRECT MARKETING, CLIENT MANAGEMENT ; 7) NAME OF OTHER BUSINESS: ROSNER FINANCIALS; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: EXPENSE MANAGEMENT; START DATE: 1/2005; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; BRIEF DESCRIPTION OF DUTIES: USED FOR ACCOUNTING & TAX REPORTING - SUBMIT INFO TO ACCOUNTANT FOR ANNUAL TAX RETURNS; 8) NAME OF OTHER BUSINESS: M ROSNER; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 11/2023; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 25; APX NUMBER OF HOURS DURING TRADING HOURS: 25; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 9) NAME OF OTHER BUSINESS: NOTARY PUBLIC COMMISSION; INVESTMENT RELATED: NO ; ADDRESS: SAME AS RESIDENTIAL LOCATION ; NATURE OF BUSINESS: NOTARIZING DOCUMENTS ; START DATE: 2014; POSITION/TITLE/RELATIONSHIP: NOTARY ; APX NUMBER OF HOURS PER WEEK: VARIES ; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; BRIEF DESCRIPTION OF DUTIES: NOTARIZING DOCUMENTS ; 10) NAME OF OTHER BUSINESS: ESSEX COUNTY CONSERVATIVE COMMITTEE; INVESTMENT RELATED: NO; ADDRESS: CROWN PLAZA HOTEL, LAKE PLACID, NY 12946; NATURE OF BUSINESS: BOARD; START DATE: 10/2025; POSITION/TITLE/RELATIONSHIP: VOLUNTEER COMMITTEE MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: ATTEND MEETINGS;

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-06-20
• S63 Uniform Securities Agent State Law Examination
  1993-11-03

Designations

Other Names

• Martha Elizabethann Brown
• Mea Melberg
• Mea Melberg
• Martha E Melberg
• Mea Elizabethann Melberg
• Mea Elizabethann Melberg-Rosner
• Martha Elizabethann Melberg-Rosner