William Roger Rassman

Current Employers

Employment History

• 06/2016 → 12/2018
  Woodridge Wealth Management, Llc
  Santa Monica, CA
• 04/2018 → 01/2020
  Centric Capital Advisors, Llc
  Santa Monica, CA
• 03/2020 → 08/2022
  Prosper Point Llc
  Playa Del Rey, CA
• 08/2022 → 01/2023
  Prosper Point Llc
  Royal Palm Beach, FL
• 04/2023 → 01/2025
  Rwm Capital, Llc
  Sugar Land, TX
• 01/2025 → Present
  Cwm, Llc
  Omaha, NE
• 01/2025 → Present
  Carson Wealth
  Woodlands, TX

Previous Registrations

• 2023-04-26 → 2025-01-15
  Rwm Capital, Llc
  Royal Palm Beach, FL
  Sugar Land, TX
• 2020-04-09 → 2023-12-31
  Prosper Point Llc
  Royal Palm Beach, FL
  Royal Palm Beach, FL
• 2018-06-06 → 2020-04-02
  Centric Capital Advisors, Llc
  Los Angeles, CA
• 2019-01-29 → 2019-12-31
  Woodridge Wealth Management, Llc
  Los Angeles, CA
• 2016-06-23 → 2018-12-31
  Woodridge Wealth Management, Llc
  Los Angeles, CA
• 2014-11-04 → 2016-06-06
  Kestra Investment Services, Llc
  Los Angeles, CA
  Austin, TX
  Los Angeles, CA
  Santa Barbara, CA
• 2016-04-18 → 2016-06-06
  Kestra Advisory Services, Llc
  Santa Barbara, CA
• 2013-06-11 → 2014-10-28
  Deutsche Bank Securities Inc.
  Los Angeles, CA
• 2012-03-28 → 2013-06-03
  Mariner
  Overland Park, KS
• 2010-11-30 → 2011-12-22
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Los Angeles, CA
• 2010-09-07 → 2010-10-18
  Equitable Advisors, Llc
  Los Angeles, CA
  Los Angeles, CA
  Los Angeles, CA

Other Businesses

FIXED INSURANCE NATURE: Insurance START: 11/06/2023 APPX. HRS/MONTH: 20 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 5 POSITION: INSURANCE AGENT DUTIES: Sells Life, Health, Disability, Annuities & LTC

Exams

• S66 Uniform Combined State Law Examination
  2010-09-06

Designations

Other Names

• William Roger Rassman
• William R Rassman
• William Roger Rassman
• William Rassman