# JOHN ROBERT WORKMAN

JOHN ROBERT WORKMAN is an investment adviser representative (IAR) with state registration records since 2004, appearing at 3 firms. Currently registered with PATHSTONE.

## Registration history (3)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [PATHSTONE](https://search.stillhousedata.com/firm/151736) | 2022-07-25 | present | Yes |
| [CONVERGENT WEALTH ADVISORS, LLC](https://search.stillhousedata.com/firm/143719) | 2007-05-18 | 2016-10-31 | — |
| [WINDERMERE INVESTMENT ASSOCIATES, LLC](https://search.stillhousedata.com/firm/131224) | 2004-10-11 | 2007-05-18 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4850893)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4850893.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.
