Paul JOSEPH Roberts is an investment adviser representative (IAR) with state registration records since 2007, appearing at 2 firms. Currently registered with SHEPHERD KAPLAN LLC.
| Firm | From | To | Current |
|---|---|---|---|
| SHEPHERD KAPLAN LLC | 2021-07-21 | present | Yes |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2015-04-10 | 2019-11-18 | — |
| SHEPHERD KAPLAN LLC | 2007-11-09 | 2008-06-19 | — |