JOSEPH PATRICK ROOP is an investment adviser representative (IAR) with state registration records since 2001, appearing at 6 firms. Currently registered with COPPELL ADVISORY SOLUTIONS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| COPPELL ADVISORY SOLUTIONS LLC | 2022-03-02 | present | Yes |
| DEMPSEY LORD SMITH, LLC | 2019-10-18 | 2021-09-21 | — |
| KALOS MANAGEMENT | 2009-04-02 | 2019-07-22 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2008-05-23 | 2009-04-03 | — |
| BANC OF AMERICA INVESTMENT SERVICES, INC. | 2004-12-10 | 2008-05-28 | — |
| LEGG MASON WOOD WALKER, INCORPORATED | 2001-12-31 | 2004-12-15 | — |