PATRICK DANIEL ROTH is an investment adviser representative (IAR) with state registration records since 2003, appearing at 5 firms. Currently registered with WORLD INVESTMENT ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| WORLD INVESTMENT ADVISORS, LLC | 2024-07-01 | present | Yes |
| FIDUCIARY WEALTH MANAGEMENT, LLC | 2011-09-27 | 2024-07-16 | — |
| WESTMINSTER FINANCIAL ADVISORY CORP | 2008-12-01 | 2011-09-15 | — |
| UBS FINANCIAL SERVICES INC. | 2007-05-07 | 2007-09-19 | — |
| CAPITOL SECURITIES MANAGEMENT, INC. | 2003-02-14 | 2007-04-11 | — |