Claudia Elizabeth De La Rosa

Current Employers

Employment History

• 08/2016 → 08/2019
  Graham Capital Strategies Llc
  El Paso, TX
• 08/2019 → 08/2024
  Triad Advisors
  Norcross, GA
• 08/2019 → 08/2024
  Triad Hybrid Solutions
  Norcross, GA
• 08/2024 → Present
  Osaic Wealth, Inc.
  El Paso, TX

Other Businesses

1)M Financial; investment related;1125 NW Couch St,Ste 900,Portland,OR 97209;fixed insurance sales;representative;9/2016;160 hrs/month;6.5 hrs during trading; offer LTC, disability and life insurance 2)Strategic Wealth Advisors LLC;investment related;123 W. Mills Ave. Ste 200, El Paso, TX. 79901;dba;financial representative;8/2019;dba-provide financial advice and offer sales of commission 3) PROGRESS321 POSITION: Board Member NATURE: Non-Profit INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 8 START DATE: 01/01/2024 ADDRESS: 212 E. Mills Ave, Suite D, El Paso TX 79901, United States DESCRIPTION: Duties: Attend regular board meetings (average 10/yr), as well as special meetings or electronic conversations as part of Board Committees. Review and understand the organization's bylaws for compliance with governance requirements and to set forth the standard operating procedures of the organization. Board Members are asked to network with members at monthly events, engage them within the organization and to assist in the renewal of memberships 4)De la Rosa Financial Services LLC; Investment related: no; 1720 Mitchell Jones Dr, El Paso, TX 79936; Nature or Structure of Business: LLC - entity exists solely for tax purposes to transfer earnings into a bank account for this LLC; Position: Managing Partner; Start date: 1/1/2024; hours per month: 0; securities trading hours NA; Duties: NA 5) HUNT COLLEGE OF BUSINESS ALUMNI NETWORK POSITION: President NATURE: N/A INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: 500 W University Ave, El Paso TX 79968, United States DESCRIPTION: As president of the Hunt College of Business Alumni Network, I lead the organization's efforts to engage and connect alumni, promote networking opportunities, and support the college's initiatives. I work closely with fellow board members and university staff to organize events, facilitate alumni involvement, and foster relationships that enhance the college's mission and community impact.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-09-28
• S63 Uniform Securities Agent State Law Examination
  2014-10-24

Other Names

• Claudia Elizabeth De La Rosa
• Claudia Elizabeth Delarosa