# PATRICK DANIEL ROTH

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.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [WORLD INVESTMENT ADVISORS, LLC](https://search.stillhousedata.com/firm/208512) | 2024-07-01 | present | Yes |
| [FIDUCIARY WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/157290) | 2011-09-27 | 2024-07-16 | — |
| [WESTMINSTER FINANCIAL ADVISORY CORP](https://search.stillhousedata.com/firm/110283) | 2008-12-01 | 2011-09-15 | — |
| [UBS FINANCIAL SERVICES INC.](https://search.stillhousedata.com/firm/8174) | 2007-05-07 | 2007-09-19 | — |
| [CAPITOL SECURITIES MANAGEMENT, INC.](https://search.stillhousedata.com/firm/14169) | 2003-02-14 | 2007-04-11 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2642697)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2642697.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.