Sean J. Green

ROSE WEALTH

LUBBOCK, TX 79424

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CRD#: 4914479

Professional summary

Sean Joseph Green, CFP® is a registered financial advisor currently at ROSE WEALTH, LLC located in Lubbock, Texas.

Sean is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Sean has worked at 4 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

GREEN LAW, PLLC; NON-INVESTMENT RELATED; LUBBOCK, TEXAS; ESTATE PLANNING, BUSINESS-FORMATION, PROBATE AND REAL STATE RELATED SERVICES; MANAGING MEMBER/ATTORNEY; DECEMBER 2011; APPROXIMATELY 240 HOURS SPENT ON THIS ACTIVITY PER MONTH.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sean Joseph Green's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2007

Experience

Current

April 11, 2025 - Present

ROSE WEALTH, LLC

Office #1: 7103 82nd Street, Lubbock, TX 79424Office #2: 7103 82nd Street, Lubbock, TX 79424

RIA

CRD#: 334740

LUBBOCK, TX

Past

April 17, 2014 - May 31, 2023

LONESTAR REGISTERED INVESTMENT ADVISORS, PLLC

RIA

CRD#: 144200

Lubbock, TX

Past

January 18, 2008 - August 19, 2008

BROKERSXPRESS LLC

RIA

CRD#: 127081

LUBBOCK, TX

Past

January 3, 2008 - August 19, 2008

BROKERSXPRESS LLC

CRD#: 127081

LUBBOCK, TX

Past

April 25, 2005 - July 6, 2007

A. G. EDWARDS & SONS, INC.

RIA

CRD#: 4

LUBBOCK, TX

Past

April 12, 2005 - July 6, 2007

A. G. EDWARDS & SONS, INC.

CRD#: 4

LUBBOCK, TX

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(4/11/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/22/2005

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 4/11/2005

General Securities Representative Examination

Current Firm

ROSE WEALTH, LLC

ROSE WEALTH | ROSE WEALTH, LLC | ROSE WEALTH ADVISERS, LLC

CRD#: 334740 / SEC#:

Texas

Registered Investment Advisory firm - (4/11/2025 Approved)

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Contact information

Main Address

305 West Loop 281 Suite 101, Longview, TX 75605

Mailing Address

Phone number

(903) 331-0438

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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

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Sean J. Green

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sean Joseph Green's CRS (Customer Relationship Summary).

Certified licenses

Experience

ROSE WEALTH, LLC

LONESTAR REGISTERED INVESTMENT ADVISORS, PLLC

BROKERSXPRESS LLC

BROKERSXPRESS LLC

A. G. EDWARDS & SONS, INC.

A. G. EDWARDS & SONS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 4/22/2005

Series 7

Date: 4/11/2005

Current Firm

ROSE WEALTH, LLC

Contact information

Documents

Red Flags

Company Information

ROSE WEALTH, LLC

TRUST BUT VERIFY

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