Alan Michael Roseman

Current Employers

Employment History

• 07/2006 → Present
  Prothro, Wilhelmi & Co.
  Tyler, TX
• 04/2016 → Present
  Kestra Advisory Services, Llc
  Tyler, TX
• 07/2006 → Present
  Kestra Investment Services, Llc
  Tyler, TX

Other Businesses

Name: PWRR, LLC d/b/a Roseman Wealth Advisors Investment Related: Yes Address: 3304 S. Broadway, Ste. 202 Tyler TX 75701 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Owner Start Date: 4/1/2012 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Financial and investment advisory services; practice management and accounting duties Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Representative Start Date: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory services Name: GRACE COMMUNITY SCHOOL BOARD POSITION: Member of Board of Directors NATURE: Board position INVESTMENT RELATED: No # OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2026 ADDRESS: 3025 University Blvd., Tyler TX 75701, United States DESCRIPTION: Attend meetings and help guide the organization to achieve its mission.

Exams

• S66 Uniform Combined State Law Examination
  2006-09-14

Designations