Joseph Everette Roseman

Current Employers

Employment History

• 01/2000 → Present
  Roseman Financial
  Charlotte, NC
• 02/2019 → 01/2024
  Retirement Capital Planners, Llc
  Charlotte, NC
• 05/2016 → 04/2019
  O'DEll, Winkfield, Roseman & Shipp, Llc
  Charlotte, NC
• 10/2015 → 03/2019
  Corecap Advisors
  Charlotte, NC
• 01/2024 → Present
  Simplicity Wealth
  Summit, NJ

Previous Registrations

• 2019-02-28 → 2024-01-22
  Rcplanners
  Charlotte, NC
  Midlothian, VA
• 2015-10-16 → 2019-03-06
  Corecap Advisors
  Charlotte, NC
  Charlotte, NC
  Southfield, MI
• 2007-03-21 → 2015-10-22
  Osaic Fa, Inc.
  Charlotte, NC

Other Businesses

1) Roseman Financial; Investment-related; 5960 Fairview Road suite 400, Charlotte, NC 28210; Insurance Marketing and Sales; Owner/Principal; 01/2001; 20 hrs monthly, the 20 hrs are during trading hours; Market annuities, long-term care and life insurance. 2) Pope Farms; not investment related; Statesville, NC; Rent 9 acre field to grow corn and soybeans; rent farmland to Pope Farms; owner; 8/1/2022; 1; 1; Rent 9 acre filed to grow corn and soybeans. 3) Wingler Farms; not investment related; 165 Celeste Estates; 9 acre field in Statesville that is leased annually to Wingler Farms; rent farmland to Wingler farms; owner; 1/2/2021; 1; 1; 9 acre field that is leased annually to Wingler Farms. 4) Medicaid Success; not investment related; 24600 Center Ridge Road, Suite 270, Westlake, OH 44145; Referrals; 10/1/2022; 10-15; 10-15; Medicaid Success does Medicaid planning in all 50 states. We co-host webinars with them. When a referral family is sent to them, at application we receive $1000 per contract.

Exams

• S66 Uniform Combined State Law Examination
  2007-03-19
• S63 Uniform Securities Agent State Law Examination
  1985-10-28

Other Names

• Joe Roseman
• Joseph Everette Roseman
• Joseph Everette Roseman