Cade Roque is an investment adviser representative (IAR) with state registration records since 2023, appearing at 3 firms. Currently registered with CORNERSTONE WEALTH MANAGEMENT, LLC, LPL FINANCIAL LLC.
| Firm | From | To | Current |
|---|---|---|---|
| LPL FINANCIAL LLC | 2025-10-27 | present | Yes |
| CORNERSTONE WEALTH MANAGEMENT, LLC | 2024-10-31 | present | Yes |
| MUTUAL OF OMAHA INVESTOR SERVICES, INC. | 2023-12-04 | 2024-07-24 | — |