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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-06 |
Branch Locations
3300 S Broadway Ave Suite 102, Tyler, TX 75701 • United States
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ideal Impact, Inc | Grapevine | TX | 12/2015 | 10/2017 |
| Express Employment Professionals | Tyler | TX | 10/2017 | 07/2020 |
| Pro Unlimited, Inc | Tyler | TX | 07/2020 | 04/2021 |
| Adecco Staffing | Tyler | TX | 04/2021 | 10/2021 |
| Meta Platforms, Inc | Tyler | TX | 10/2021 | 01/2023 |
| Roseman Wealth Advisors | Tyler | TX | 07/2022 | Present |
| Roth Staffing | Tyler | TX | 01/2023 | 07/2023 |
| Pacific Life Insurance | Tyler | TX | 07/2023 | 01/2025 |
| Bright Path Professionals, Llc | Tyler | TX | 09/2024 | Present |
| Kestra Investment Services, Llc | Tyler | TX | 07/2025 | Present |
| Kestra Advisory Services, Llc | Tyler | TX | 10/2025 | Present |
Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 07/14/2022 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: BRIGHT PATH HR POSITION: Talent Acquisition Consultant NATURE: Consulting INVESTMENT RELATED: No # OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 09/06/2024 ADDRESS: 11791 Acadia Drive, Tyler TX 75703, United States DESCRIPTION: I work as a contracted consultant, as a recruiter for this business and its clients. I write and post job ads, contact and conduct interviews with candidates, and help to coordinate the entire hiring process for clients of this firm. My work with them is in no way related to any securities or investments of any kind. Name: ROSEMAN WEALTH ADVISORS POSITION: Associate NATURE: Registered Field Assistant INVESTMENT RELATED: Yes NUMBER# OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 07/18/2022 ADDRESS: 3300 S Broadway Ave, Suite 102, Tyler TX 75701, United States DESCRIPTION: Assist the Lead Advisors with financial planning and client relationships.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-30 |
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