ROSEMARY SOTO WRIGHT is an investment adviser representative (IAR) with state registration records since 2000, appearing at 6 firms. Currently registered with WHITWELL & CO, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| WHITWELL & CO, LLC | 2025-01-06 | present | Yes |
| COMPOUND PLANNING, INC. | 2022-07-10 | 2025-01-03 | — |
| BELPOINTE ASSET MANAGEMENT LLC | 2021-03-16 | 2022-07-25 | — |
| NATIONAL WEALTH PARTNERS LLC | 2019-05-22 | 2021-04-29 | — |
| PIASCIK ADVISORS, INC | 2005-02-03 | 2005-03-21 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2000-06-08 | 2004-09-17 | — |