Mark Benjamin Rosen

Current Employers

Employment History

• 07/1999 → Present
  Rosen & Associates, Llp
  Westborough, MA
• 04/2014 → 01/2023
  Morr Dental Solution, Llc
  Westborough, MA
• 01/2009 → 01/2023
  Larry S. Rosen, Cpa, Pc
  Westborough, MA
• 01/2014 → Present
  Mark B. Rosen, Cpa, Pc
  Westborough, MA
• 12/2016 → Present
  Cetera Advisors Llc
  Denver, CO
• 08/2022 → Present
  Car Wash 3, Llc
  Irmo, SC
• 11/2022 → Present
  Mc Alternative Fund 11, Llc
  Glenview, IL
• 03/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 06/2026 → Present
  Rosen Dental Recruiting
  Westborough, MA

Other Businesses

1) NAME OF OTHER BUSINESS: ROSEN & ASSOCIATES, LLP; INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: CPA FIRM; START DATE: 07/1999; TITLE: CPA; APX # OF HRS/WK: 40 HOURS; APX # OF HRS DURING TRADING HRS: 32.5 HOURS; DUTIES: ACCOUNTING. 2) NAME OF OTHER BUSINESS: MARK B. ROSEN, CPA, PC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: ACCOUNTING SERVICES; START DATE: 01/01/2015; TITLE: OWNER; APX # OF HRS/WK: 40 HOURS; APX # OF HRS DURING TRADING HRS: 32.5 HOURS; DUTIES: OWNERSHIP INTEREST. 3) NAME OF OTHER BUSINESS: DBA CCR WEALTH MANAGEMENT, LLC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: INVESTMENTS; START DATE: 12/15/2016; TITLE: FINANCIAL ADVISOR; APX # OF HRS/WK: 5 HOURS; APX # OF HRS DURING TRADING HRS: VARIES; DUTIES: DBA FOR SECURITIES BUSINESS. 4) NAME OF OTHER BUSINESS: IRREVOCABLE TRUST; INVESTMENT RELATED: NO; ADDRESS: BROOKLINE, MA 02445; NATURE OF BUSINESS: NON-IMMEDIATE FAMILY IRREVOCABLE TRUST; START DATE: 07/2018; TITLE: TRUSTEE; APX # OF HRS/WK: NONE; APX # OF HRS DURING TRADING HRS: NONE; DUTIES: ACTING AS CO-TRUSTEE; 5) NAME OF OTHER BUSINESS: NOTARY PUBLIC ; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: NOTARIZING DOCUMENTS ; START DATE:08/2019 ; TITLE: NOTARY ; APX # OF HRS/WK: 1 ; APX # OF HRS DURING TRADING HRS: 1 ; DUTIES: NOTARIZING DOCUMENTS ; 6) NAME OF OTHER BUSINESS: ROSEN DENTAL TRANSITIONS, LLC ; INVESTMENT RELATED: NO ; ADDRESS: 1 STETSON RD NATICK MA 01760 ; NATURE OF BUSINESS: DENTAL PRACTICE TRANSITION ; START DATE: 1/2021 ; TITLE: PARTNER ; APX # OF HRS/WK: 2 ; APX # OF HRS DURING TRADING HRS: 2 ; DUTIES: REFERRAL SOURCE TO ASSIST CLIENTS IN TRANSITIONING DENTAL PRACTICE ; 7) NAME OF OTHER BUSINESS: LARRY S ROSEN MEMORIAL FOUNDATION, INVESTMENT RELATED: NO, ADDRESS: SAME AS RESIDENTIAL LOCATION, NATURE OF BUSINESS: FOUNDATION, START DATE: 04/2022, TITLE: PRESIDENT LESS THAN 1 HR/WK, NOT DURING TRADING HOURS, DUTIES: HELP DECIDE TO WHOM TO AWARD SCHOLARSHIPS; 8) NAME OF OTHER BUSINESS: CAR WASH 3, LLC INVESTMENT RELATED: NO; ADDRESS: 130 DUTCHMAN BLVD, IRMO, SC 29063; NATURE OF BUSINESS: CAR WASH; START DATE: 8/2022; TITLE: OWNER; APX # OF HRS/WK: 0; APX # OF HRS DURING TRADING HOURS: 0; DUTIES: INVESTOR IN CAR WASH; 9) NAME OF OTHER BUSINESS: MC ALTERNATIVE FUND 11, LLC INVESTMENT RELATED: NO; ADDRESS: 1598 COTTONWOOD DR, GLENVIEW, IL 60026; NATURE OF BUSINESS: LLC; START DATE: 11/2022; TITLE: PARTIAL OWNER; APX # OF HRS/WK & DURING TRADING HRS: 0; DUTIES: INVESTOR IN LLC; 10) NAME OF OTHER BUSINESS: ROSEN SUMMIT DENTAL ADVISORS ; INVESTMENT RELATED: NO; ADDRESS: 94 COPPERWOOD DR STOUGHTON, MA 02072; NATURE OF BUSINESS: CONSULTING TO DENTAL OFFICE; START DATE: 01/2023; POSITION/TITLE/RELATIONSHIP: PARTNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: PARTNER, REFERRAL SOURCE, CONSULTING TO DENTAL OFFICES; 11) NAME OF OTHER BUSINESS: TRUSTEE FOR CLIENTS TRUST ; INVESTMENT RELATED: YES; ADDRESS: 12798 ROUTE 19 SOUTH APT 14 WATERFORD, PA 16441 NATURE OF BUSINESS: TRUST; START DATE: 05/2023; POSITION/TITLE/RELATIONSHIP: TRUSTEE; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: SERVICING TRUST NEEDS AND REVIEW OF ACCOUNT STATEMENTS; 12) NAME OF OTHER BUSINESS: ROSEN DENTAL RECRUITING; INVESTMENT RELATED: NO; ADDRESS: 1800 WEST PARK DR, WESTBOROUGH, MA 01581; NATURE OF BUSINESS: DENTAL ASSOCIATES REFERRAL; START: 6/2026; TITLE: OWNER; APX # OF HRS/WK & DUR TRD HRS: 1; DUTIES: HELP TO RUN THE BUSINESS AND REFER BUSINESS;

Exams

• S66 Uniform Combined State Law Examination
  2017-02-17

Designations