JOSEPH ROCKY ROBERTO is an investment adviser representative (IAR) with state registration records since 2020, appearing at 5 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2022-03-28 | 2025-03-31 | — |
| CHARLES SCHWAB & CO., INC. | 2021-04-01 | 2022-01-14 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2020-05-06 | 2021-03-25 | — |
| EDWARD D. JONES & CO., L.P. | 2020-01-13 | 2020-03-03 | — |