JORGE A ROMERO is an investment adviser representative (IAR) with state registration records since 2009, appearing at 5 firms. Currently registered with DESTINY WEALTH PARTNERS, LLC, DESTINY FAMILY OFFICE.
| Firm | From | To | Current |
|---|---|---|---|
| DESTINY FAMILY OFFICE | 2025-10-28 | present | Yes |
| CWM, LLC | 2018-07-11 | 2020-07-01 | — |
| DESTINY WEALTH PARTNERS, LLC | 2017-08-09 | present | Yes |
| RUGGIE WEALTH MANAGEMENT | 2015-04-06 | 2021-01-07 | — |
| TRUIST INVESTMENT SERVICES, INC. | 2009-03-03 | 2015-03-27 | — |