# PAUL ROLDAN

PAUL ROLDAN is an investment adviser representative (IAR) with state registration records since 1999, appearing at 4 firms. Currently registered with ALLGEN FINANCIAL ADVISORS, INC..

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [ALLGEN FINANCIAL ADVISORS, INC.](https://search.stillhousedata.com/firm/126877) | 2007-05-01 | present | Yes |
| [HERITAGE FINANCIAL SERVICES, LLC](https://search.stillhousedata.com/firm/130901) | 2004-07-01 | 2005-11-29 | — |
| [RAYMOND JAMES FINANCIAL SERVICES, INC.](https://search.stillhousedata.com/firm/6694) | 2003-05-22 | 2007-05-03 | — |
| [EQUITY SERVICES, INC.](https://search.stillhousedata.com/firm/265) | 1999-12-21 | 2003-05-16 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2682260)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2682260.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.