SHARLA DAE ROUNTREE is an investment adviser representative (IAR) with state registration records since 1999, appearing at 3 firms. Currently registered with KESTRA ADVISORY SERVICES, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| KESTRA ADVISORY SERVICES, LLC | 2018-08-27 | present | Yes |
| OSAIC WEALTH, INC. | 2006-05-17 | 2011-10-28 | — |
| PERSONAL BENEFIT FINANCIAL | 1999-11-19 | 2026-03-13 | — |