ROTH PATRICK DANIEL appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. ROTH PATRICK DANIEL appears on 5 filing roles across Form ADV (5).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | CAPITOL SECURITIES MANAGEMENT, INC. | DIRECTOR OF OPERATIONS | GLEN ALLEN, VA |
| — | Form ADV | MARKOWSKI BROTHERS HOLDING CORPORATION | CHIEF COMPLIANCE OFFICER | — |
| — | Form ADV | WESTMINSTER FINANCIAL ADVISORY CORP | CHIEF COMPLIANCE OFFICER | BEAVERCREEK, OH |
| — | Form ADV | CAPITOL ADVISORY CORPORATION | DIRECTOR OF OPERATIONS | MCLEAN, VA |
| — | Form ADV | FIDUCIARY WEALTH MANAGEMENT, LLC | PARTNER | RESTON, VA |