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Current Employers
Wellth Advisory Services, Llc

Shorewood, IL • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
  • CA RA
    APPROVED
    Since 2025-01-01

Branch Locations

2014 Tulare Street Suite 608, Fresno, CA 93711 • United States

Shorewood, IL • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination Yes
Employment History
OrganizationCityStateFromTo
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
Previous Registrations
  • 2010-04-27 → 2024-12-31
    Roush Investment Group
    Fresno, CA
  • 2024-01-10 → 2024-07-05
    Fresno, CA
    San Rafael, CA
  • 2002-06-27 → 2010-04-23
    Wells Fargo Investments, Llc
    Fresno, CA
    Fresno, CA
Other Businesses

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.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1991-06-24
  • S63 Uniform Securities Agent State Law Examination
    1991-06-24
Other Names
  • Rick Rousch

View on SEC IAPD

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