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ER

Edward W. Rose

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CRD#: 403939
ER

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Edward Washington Rose, who also goes by Edward Washington Rose, Rusty Rose III, was a registered financial professional .

Edward is a previously registered financial professional and started their career in finance in 1970. Edward had worked at 4 firms and has passed the Series 63, Series 4, F04 and Series 00 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Edward Washington Rose | Rusty Rose Iii

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

October 5, 2004 - June 21, 2006

CARDINAL PUBLIC MARKET GROUP, L.P.

RIA
CRD#: 131420
DALLAS, TX
Past

October 5, 2004 - December 4, 2013

CPMG, INC.

RIA
CRD#: 131417
DALLAS, TX
Past

June 27, 2002 - May 8, 2006

CARDINAL TRADING

RIA
CRD#: 6657
DALLAS, TX
Past

March 27, 1974 - September 25, 1995

CARDINAL TRADING

BD
CRD#: 6657
Past

August 28, 1970 - December 24, 1971

PRIMROSE CORPORATION

BD
CRD#: 1000002

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 9/14/1992
Uniform Securities Agent State Law Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
F04
Date: 2/26/1974
Financial Principal Examination
Principal/Supervisory Exam
RR
Series 00
Date: 2/26/1974
General Securities Principal Examination

Current firm


No current employment

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


No current employment

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