Alex Christian Alston

Employer firm

Rose Wealth, LLC CRD 334740

$5.90M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Selection of other advisers

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

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

Current Employers

Employment History

• 11/2017 → 11/2020
  Wells Fargo Clearing Services, Llc
  Longview, TX
• 08/2016 → 09/2017
  The University Of Texas At Tyler
  Tyler, TX
• 08/2023 → 12/2024
  Ameriprise Financial Services, Llc
  Tyler, TX
• 12/2020 → 06/2021
  Mr. Cooper
  Longview, TX
• 01/2021 → Present
  Tdk Real Estate Executives, Llc/Texas Real Estate Executives
  Longview, TX
• 08/2023 → 12/2024
  Vasso & Associaties
  Tyler, TX
• 02/2025 → Present
  Rose Wealth, Llc
  Longview, TX

Previous Registrations

• 2023-08-30 → 2024-12-10
  Ameriprise Financial Services, Llc
  Tyler, TX
  Longview, TX
• 2018-02-23 → 2020-11-19
  Wells Fargo Clearing Services, Llc
  Longview, TX
  Frisco, TX
  Plano, TX
  Sherman, TX
  Frisco, TX

Other Businesses

1) INSURANCE AGENT- INVESTMENT RELATED, LONGVIEW, TEXAS, INSURANCE SALES, AGENT, 2009, DEVOTES NOT MORE THAN 30% OF AGENTS TIME DURING WORKING HRS/MO DURING TRADING HOURS; SALE OF VARIOUS INSURANCE PRODUCTS. 2) NU TECH WATER LLC - NOT INVESTMENT RELATED; VISTA, CALIFORNIA; WATER FILTER SALES; OWNER. 3) HIGH STAY COLLECTION HOMES LLC, NOT INVESTMENT RELATED; LONGVIEW, TEXAS; RESIDENTIAL BUILDING AND SALE; CO-OWNER; DEVOTES LESS THAN 5% OF TIME PER MONTH ON THE ACTIVITY.

Exams

• S66 Uniform Combined State Law Examination
  2018-02-23

Other Names

• Alex Alston