Sherri Lynn Rose

Current Employers

Employment History

• 02/2007 → Present
  Rose Group Cpas, Pllc
  Chapel Hill, NC
• 05/2025 → Present
  Azimuth Planning Group Llc
  Chapel Hill, NC
• 07/2025 → Present
  Fastfile1040, Llc
  Chapel Hill, NC
• 03/2025 → Present
  Rose Group Commercial Properties, Llc
  Chapel Hill, NC
• 09/2024 → Present
  Sagecfo Group, Inc.
  Davidson, NC

Other Businesses

the name of the other business; Rose Group CPAs, PLLC whether the business is investment-related; not investment related the address of the other business; 101 Cosgrove Avenue Suite 260 Chapel Hill, NC 27514 the nature of the other business; CPA firm your position; title, or relationship with the other business; Founder and Managing Director the start date of your relationship; 02/2007 the approximate number of hours/month you devote to the other business; 123 hours a month or 90% of time the number of hours you devote to the other business during securities trading hours; 123 hours a month or 90% of time and briefly describe your duties relating to the other business; Oversee auditing, accounting, tax preparation and business consulting. Oversees other employees. the name of the other business; FastFile1040, LLC whether the business is investment-related; Not Investment Related the address of the other business; 101 Cosgrove Ave Chapel Hill, NC. 27514 the nature of the other business; On line, low touch tax filing your position; title, or relationship with the other business; the start date of your relationship; Founder the approximate number of hours/month you devote to the other business; less than 1% of her time the number of hours you devote to the other business during securities trading hours; less than 1% of her time and briefly describe your duties relating to the other business; Setting up the processes/procedures. the name of the other business; Rose Group Commercial Properties, LLC whether the business is investment-related; No the address of the other business; 101 Cosgrove Ave Chapel Hill, NC. 27514 the nature of the other business; Holding account for Commercial Property Purchase your position; title, or relationship with the other business; Owner the start date of your relationship; March 29, 2025 the approximate number of hours/month you devote to the other business; less than 1% of her time the number of hours you devote to the other business during securities trading hours; less than 1% of her time and briefly describe your duties relating to the other business; Maintain the checking account. the name of the other business; SageCFO Group, Inc. whether the business is investment-related; No the address of the other business; 99 Jackson Street, Ste. 188, Davidson, NC 28036 the nature of the other business; CFO Advisory - Outsourced and Fractional CFO services to Business. your position; title, or relationship with the other business; Co-Founder the start date of your relationship; September 18, 2024 the approximate number of hours/month you devote to the other business; less than 1% of her time the number of hours you devote to the other business during securities trading hours; less than 1% of her time and briefly describe your duties relating to the other business; None.

Exams

• S63 Uniform Securities Agent State Law Examination
  1995-10-02

Designations

Other Names

• Sherri Lynn Rose
• Sherri Rose