# ROHI B BATRA

ROHI B BATRA is an investment adviser representative (IAR) with state registration records since 2000, appearing at 5 firms. Currently registered with FINANCIAL ENGINES ADVISORS L.L.C..

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [FINANCIAL ENGINES ADVISORS L.L.C.](https://search.stillhousedata.com/firm/104510) | 2018-10-16 | present | Yes |
| [EDELMAN FINANCIAL SERVICES, LLC](https://search.stillhousedata.com/firm/113299) | 2015-11-09 | 2018-11-01 | — |
| [CLIFTONLARSONALLEN WEALTH ADVISORS, LLC](https://search.stillhousedata.com/firm/38357) | 2010-03-17 | 2015-08-03 | — |
| [RB FINANCIAL PLANNING, LLC](https://search.stillhousedata.com/firm/144138) | 2007-06-26 | 2008-11-18 | — |
| [MERCER ADVISORS](https://search.stillhousedata.com/firm/104569) | 2000-10-25 | 2007-05-09 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2707408)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2707408.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.