# ANGELICA ROXAS

ANGELICA ROXAS is an investment adviser representative (IAR) with state registration records since 2002, appearing at 14 firms. Currently registered with BROOKWOOD INVESTMENT GROUP.

## Registration history (15)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [BROOKWOOD INVESTMENT GROUP](https://search.stillhousedata.com/firm/316544) | 2026-03-25 | present | Yes |
| [SECURE INVESTMENT MANAGEMENT, LLC](https://search.stillhousedata.com/firm/141195) | 2023-01-20 | 2025-04-22 | — |
| [OPTIVISE ADVISORY SERVICES LLC](https://search.stillhousedata.com/firm/301764) | 2021-01-05 | 2023-01-20 | — |
| [OPTIVISE ADVISORY SERVICES LLC](https://search.stillhousedata.com/firm/301764) | 2019-07-18 | 2020-12-31 | — |
| [FOUNDATIONS INVESTMENT ADVISORS LLC](https://search.stillhousedata.com/firm/175083) | 2019-01-24 | 2019-07-18 | — |
| [KUHN CAPITAL PARTNERS](https://search.stillhousedata.com/firm/283028) | 2018-06-06 | 2019-01-04 | — |
| [VIRTUE CAPITAL MANAGEMENT, LLC](https://search.stillhousedata.com/firm/167816) | 2016-03-17 | 2017-01-03 | — |
| [HORTER INVESTMENT MANAGEMENT, LLC](https://search.stillhousedata.com/firm/119880) | 2015-05-04 | 2015-10-02 | — |
| [BROOKSTONE CAPITAL MANAGEMENT LLC](https://search.stillhousedata.com/firm/141413) | 2009-11-30 | 2010-04-05 | — |
| [FINANCIAL LEADERSHIP ADVISORS, INC.](https://search.stillhousedata.com/firm/139864) | 2008-03-10 | 2008-06-17 | — |
| [WEALTH PRESERVATION ADVISORY SERVICES, LLC](https://search.stillhousedata.com/firm/144402) | 2007-09-20 | 2008-02-06 | — |
| [USA FINANCIAL SECURITIES LLC](https://search.stillhousedata.com/firm/103857) | 2007-01-16 | 2007-07-11 | — |
| [QUEST CAPITAL STRATEGIES, INC.](https://search.stillhousedata.com/firm/16783) | 2004-07-16 | 2006-10-24 | — |
| [WADDELL & REED](https://search.stillhousedata.com/firm/866) | 2002-06-24 | 2002-11-14 | — |
| [JONES FINANCIAL GROUP, INC.](https://search.stillhousedata.com/firm/47611) | 2002-04-02 | 2002-06-07 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/3269295)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/3269295.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

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.
