Naomi Monica Roy is an investment adviser representative (IAR) with state registration records since 2020, appearing at 3 firms. Currently registered with ROOT FINANCIAL PARTNERS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| ROOT FINANCIAL PARTNERS, LLC | 2024-10-10 | present | Yes |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 2022-03-16 | 2024-07-30 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2020-08-05 | 2022-03-17 | — |