ADVISOR BIO

Barry Curtis Rose is a financial advisor in Godley, Texas with over 14 years of experience in the financial services industry. Barry Rose is currently registered with Osaic Wealth, Inc. and has been registered with this firm since June 14, 2024. Prior to that, Barry Rose was associated with Securities America, Inc. in Godley, Texas from May 18, 2018, to June 14, 2024. Barry Rose has also held past positions at LPL FINANCIAL LLC and EDWARD JONES.

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ADVISOR BIO

Timothy Landon Shugrue is a financial advisor with Tiaa-Cref Individual & Institutional Services, LLC. Timothy has been in the financial services industry for over 13 years and has a wide range of experience. Timothy is registered to provide investment advisory services in the states of Texas, Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Timothy is also registered as a Registered Representative with FINRA. Timothy has held previous positions with CHARLES SCHWAB & CO., INC., GENEOS WEALTH MANAGEMENT, INC., ALLSTATE FINANCIAL SERVICES, LLC, SCOTTRADE, INC., TD AMERITRADE, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and Allstate Insurance Co. Timothy holds the Series 63, 65, 66, 7, 9, 10, and SIE licenses.

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