KYLIE ANNE ROMAN is an investment adviser representative (IAR) with state registration records since 2012, appearing at 5 firms. Currently registered with ROCKEFELLER FINANCIAL LLC.
| Firm | From | To | Current |
|---|---|---|---|
| ROCKEFELLER FINANCIAL LLC | 2024-02-01 | present | Yes |
| TRUIST ADVISORY SERVICES, INC. | 2021-02-17 | 2024-02-05 | — |
| BB&T SECURITIES, LLC | 2014-03-14 | 2021-02-17 | — |
| DAVENPORT & COMPANY LLC | 2014-02-28 | 2014-03-10 | — |
| NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC | 2012-12-19 | 2014-02-17 | — |