GREG M ROSEN is an investment adviser representative (IAR) with state registration records since 2008, appearing at 4 firms. Currently registered with LAUREL OAK WEALTH MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| LAUREL OAK WEALTH MANAGEMENT, LLC | 2025-07-23 | present | Yes |
| AMERIPRISE FINANCIAL SERVICES, LLC | 2019-05-10 | 2025-08-07 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2011-11-08 | 2019-05-14 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2008-07-07 | 2011-11-16 | — |