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Shorewood, IL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
2014 Tulare Street Suite 608, Fresno, CA 93711 • United States
Shorewood, IL • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Roush Investments, Llc | Fresno | CA | 04/2010 | Present |
| Global Retirement Partners, Llc | San Rafael | CA | 01/2024 | 06/2024 |
| Wellth Advisory Services, Llc | Shorewood | IL | 06/2024 | Present |
Strategic Retirement Partners: January 2024 to present: Managing Director MR. ROUSH IS LICENSED TO SELL VARIABLE LIFE, WHOLE LIFE, ANNUITIES, AND DISABILITY INSURANCE. HE MAY RECEIVE THE NORMAL COMMISSIONS FOR INSURANCE SALES IN HIS SEPARATE ROLE AS AN INSURANCE AGENT. MR. ROUSH IS A LIMITED PARTNER OF T.W. PATTERSON INVESTORS, LP. T.W. PATTERSON INVESTORS, LP OWNS: A COMMERCIAL OFFICE BUILDING IN FRESNO, A MINORITY INTEREST IN HERITAGE STORAGE FACILITIES-REEDLEY, LLC, AND A MINORITY INTEREST IN HERITAGE STORAGE FACILITIES-TURLOCK, LLC. ADVISER'S CLIENTS ARE NOT SOLICITED TO INVEST IN THIS LIMITED PARTNERSHIP. MR. ROUSH IS THE SOLE MEMBER OF DOWNTOWN FRESNO, LLC. DOWNTOWN FRESNO, LLC IS ORGANIZED FOR THE PURPOSE OF REAL ESTATE, AND OWNS A MINORITY INTEREST IN T.W. PATTERSON INVESTORS, LP, AND SALT AIRE HOLDINGS, LLC. ADVISER'S CLIENTS ARE NOT SOLICITED TO INVEST IN THIS LIMITED LIABILITY COMPANY.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-06-24 |
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