Bradley Michael Rouse

Employer firm

Newedge Advisors CRD 171351

$43.2B regulatory AUM 122 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2017 → 01/2022
  Concourse Financial Group (Fka Proequities, Inc.)
  Covington, KY
• 03/2017 → 08/2018
  Protective Life
  Covington, KY
• 01/2017 → 03/2017
  Denizen
  Cincinnati, OH
• 10/2016 → 03/2017
  Randstad
  Cincinnati, OH
• 09/2016 → 11/2016
  Tony'S
  Lexington, KY
• 01/2022 → 09/2023
  Investment Distributors, Inc.
  Covington, KY
• 09/2023 → 11/2023
  Fsc Securities Corporation
  Dallas, TX
• 08/2018 → 01/2022
  Protective Life
  Covington, KY
• 11/2023 → 09/2024
  Osaic Wealth, Inc.
  Dallas, TX
• 09/2024 → Present
  Newedge Securities Inc
  Pittsburgh, PA
• 09/2024 → Present
  Newedge Advisors
  New Orleans, LA

Other Businesses

1. BFS Advisory Group* Yes Invest*Dallas, TX* registered investment advisor*9/15/24*Portfolio Analyst*Trading, research & analysis*160 Hr Trade/0 Non Trade

Exams

• S63 Uniform Securities Agent State Law Examination
  2017-08-02

Designations

• Chartered Financial Analyst

Other Names

• Bradley Rouse