JONI ROBERTA ALT is an investment adviser representative (IAR) with state registration records since 2003, appearing at 4 firms. Currently registered with EVERMAY WEALTH MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| EVERMAY WEALTH MANAGEMENT, LLC | 2021-10-21 | present | Yes |
| HOPWOOD FINANCIAL SERVICES, INC. | 2010-02-02 | 2021-10-06 | — |
| HOULIHAN FINANCIAL RESOURCE GROUP, LTD. | 2005-01-14 | 2010-02-01 | — |
| WEST FINANCIAL SERVICES INC | 2003-01-07 | 2004-11-18 | — |