WILLIAM JOHN ROTH is an investment adviser representative (IAR) with state registration records since 2005, appearing at 10 firms. Currently registered with CLEARVIEW PORTFOLIO CONSULTING LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CLEARVIEW PORTFOLIO CONSULTING LLC | 2019-07-30 | present | Yes |
| WELLFULL | 2017-09-06 | 2019-04-18 | — |
| PLATINUM WEALTH PARTNERS | 2016-08-05 | 2017-11-13 | — |
| THE CENTURION GROUP, LLC | 2014-11-10 | 2016-05-26 | — |
| MMA ASSET MANAGEMENT LLC | 2013-09-23 | 2016-05-26 | — |
| LPL FINANCIAL LLC | 2013-09-17 | 2013-09-17 | — |
| CAPITAL ANALYSTS, LLC | 2012-06-04 | 2013-09-16 | — |
| LINCOLN INVESTMENT PLANNING, LLC | 2012-06-01 | 2013-09-16 | — |
| CINCINNATI ANALYSTS, INC. | 2008-04-28 | 2012-06-01 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2005-06-16 | 2008-04-01 | — |