Brian Kyle Roush

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-01-24

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	San Jose	CA	06/2018	05/2019
Bass Pro Shops	San Jose	CA	10/2015	06/2018
Hancocks Embroidery	Fremont	CA	10/2016	07/2018
Foresters Financial	San Jose	CA	10/2017	12/2017
Bank Of America, N.A.	San Jose	CA	06/2018	05/2019
Jp Morgan Chase Bank, N.A.	San Jose	CA	06/2019	07/2021
J.P. Morgan Securities Llc	San Jose	CA	06/2019	07/2021
Lincoln Financial Advisors	Campbell	CA	07/2021	01/2025
Osaic Wealth, Inc.	Campbell	CA	01/2025	Present

06/2018 → 05/2019

Merrill Lynch, Pierce, Fenner & Smith Incorporated

San Jose, CA
10/2015 → 06/2018

Bass Pro Shops

San Jose, CA
10/2016 → 07/2018

Hancocks Embroidery

Fremont, CA
10/2017 → 12/2017

Foresters Financial

San Jose, CA
06/2018 → 05/2019

Bank Of America, N.A.

San Jose, CA
06/2019 → 07/2021

Jp Morgan Chase Bank, N.A.

San Jose, CA
06/2019 → 07/2021

J.P. Morgan Securities Llc

San Jose, CA
07/2021 → 01/2025

Lincoln Financial Advisors

Campbell, CA
01/2025 → Present

Osaic Wealth, Inc.

Campbell, CA

2021-07-29 → 2025-01-24

Osaic Fa, Inc.

Campbell, CA

Campbell, CA
2019-09-07 → 2021-07-22

J.P. Morgan Securities Llc

San Jose, CA
2018-10-08 → 2019-05-25

Merrill Lynch, Pierce, Fenner & Smith Incorporated

San Jose, CA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-10-05

Other Firms