Scott Patrick Roseman

Current Employers

Employment History

• 09/2008 → Present
  Rwwm, Inc. Dba Roseman Wagner Wealth Management, Inc.
  Loomis, CA
• 09/2008 → 10/2021
  Silver Oak Securities
  Loomis, CA

Previous Registrations

• 1997-07-08 → 2008-10-02
  Citigroup Global Markets Inc.
  Folsom, CA
  Folsom, CA

Other Businesses

ROSEMAN WAGNER WEALTH MANAGEMENT. INVESTMENT ADVISOR SERVICES. FULL TIME. FEE BASED ADVISOR. SECURITIES RELATED. 40 HOURS PER WEEK. ROSEMAN WAGNER PARTNER LP. SECURITIES RELATED. 10 HOURS PER WEEK. 4970 ROCKLIN ROAD SUITE 200 LOOMIS, CA 95677. PAID FROM PROFITS. STARTED 08/31/2012 R CA House LLC 115 COUNTRY CLUB LANE, PINEDALE, WY 82941. MANAGE 1 RESIDENTIAL PROPERTY. MANAGER. START DATE: 10/01/2025. BENEFICIAL OWNER. COMPENSATION: NONE. 1HR A WEEK R LAND & LIVESTOCK LLC. 115 COUNTRY CLUB, PINEDALE, WY 82941. MANAGER. START DATE: 10/01/2025. BENEFICIAL OWNER. COMPENSATION: NONE. 1HR A WEEK R WY HOUSE LLC, 115 COUNTRY CLUB, PINEDALE, WY 82941. MANAGER. START DATE: 10/01/2025. BENEFICIAL OWNER. COMPENSATION: NONE. 1HR A WEEK SPR INVESTMENTS LLC. 115 Country Club Lane, Pinedale, WY 82941. MANAGER. START DATE: 10/01/2025. BENEFICIAL OWNER. COMPENSATION: NONE. 1HR A WEEK TGR INVESTMENTS LLC. 115 Country Club Lane, Pinedale, WY 82941. MANAGER. START DATE: 10/01/2025. BENEFICIAL OWNER. COMPENSATION: NONE. 1HR A WEEK R PLANE LLC. 115 Country Club Lane, Pinedale, WY 82941. MANAGER. START DATE: 9/29/2023. 100% OWNER. COMPENSATION: NONE. 1HR A WEEK ROSEMAN WAGNER GP, LLC. SECURITIES RELATED. ACTS AS GP FOR THE ROSEMAN WAGNER PARTNERS LP. 0 HOURS OF ACTIVITY. STARTED 08/31/2012 ROSEMAN WAGNER PROPERTIES, LLC. NON-INVESTMENT RELATED. 0 HOURS OF ACTIVITY. STARTED 03/2015 The Scott and Tara Roseman Foundation, start date of 10/2015, 4970 Rocklin Road, Suite 200, Rocklin, CA 95677, corporate/non profit, director, duties involve all aspects of charitable foundation, 4 hours spent per month, zero hours during trading hours, non investment related. Honcut Creek Ranch, P.O. Box 2424, Marysville, CA 95901, rice farming, joint venture interest, start date of March 16, 2017, 1 hour per month during trading hours, not investment related, compensated by profits via K1 Board of Director, Non Profit, Ramirez Water District, P.O. Box 124, Marysville, CA, 3 hours per month, 0 hours during trading hours, duties include review of financial statements and approve board minutes. Not investment related The Nines Land & Livestock LLC; not investment-related; 4970 Rocklin Road, Suite 200, Rocklin, CA 95677; acquisition and sale of land and cattle; manager; various buy and sell decisions on land and livestock; operational decisions and bookkeeping; start date: 08/28/2020; 10 hours/month; 5 hours/month inside securities trading hours. R Horses LLC; Member; Start Date 02/2023; Loomis, CA; Horse cutting business; 8 hours a month spent. 1584 Construction Co LLC; Member; Start date 02/2023; Pinedale, WY; LLC for constructions of house in WY; 40 hours per month spent.

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-07-14
• S63 Uniform Securities Agent State Law Examination
  1994-06-22

Other Names

• Scott Patrick Roseman