# CHARLES PHILLIP ROSEN

CHARLES PHILLIP ROSEN is an investment adviser representative (IAR) with state registration records since 2005, appearing at 3 firms. Currently registered with CPR FINANCIAL & INSURANCE SERVICES, INC..

## Registration history (3)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CPR FINANCIAL & INSURANCE SERVICES, INC.](https://search.stillhousedata.com/firm/145855) | 2015-02-06 | present | Yes |
| [KOVACK ADVISORS, INC.](https://search.stillhousedata.com/firm/140808) | 2006-08-15 | 2007-12-05 | — |
| [KOVACK SECURITIES INC.](https://search.stillhousedata.com/firm/44848) | 2005-01-03 | 2006-08-15 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4589137)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4589137.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.