ROGER PATRICK WHITNEY is an investment adviser representative (IAR) with state registration records since 1998, appearing at 5 firms. Currently registered with ALIGN FINANCIAL, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| ALIGN FINANCIAL, LLC | 2025-08-07 | present | Yes |
| STRATEGIC FINANCIAL CONCEPTS, LLC | 2019-02-05 | 2025-12-02 | — |
| WWK WEALTH ADVISORS | 2009-03-31 | 2019-03-21 | — |
| LPL FINANCIAL LLC | 2003-08-08 | 2016-12-27 | — |
| UBS FINANCIAL SERVICES INC. | 1998-10-30 | 2003-08-28 | — |