# ROSEMARY SOTO WRIGHT

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.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [WHITWELL & CO, LLC](https://search.stillhousedata.com/firm/331958) | 2025-01-06 | present | Yes |
| [COMPOUND PLANNING, INC.](https://search.stillhousedata.com/firm/171787) | 2022-07-10 | 2025-01-03 | — |
| [BELPOINTE ASSET MANAGEMENT LLC](https://search.stillhousedata.com/firm/143440) | 2021-03-16 | 2022-07-25 | — |
| [NATIONAL WEALTH PARTNERS LLC](https://search.stillhousedata.com/firm/243787) | 2019-05-22 | 2021-04-29 | — |
| [PIASCIK ADVISORS, INC](https://search.stillhousedata.com/firm/125172) | 2005-02-03 | 2005-03-21 | — |
| [WELLS FARGO CLEARING SERVICES, LLC](https://search.stillhousedata.com/firm/19616) | 2000-06-08 | 2004-09-17 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/1728693)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/1728693.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.