William John Roth

Current Employers

Employment History

• 11/2014 → 04/2019
  Purshe Kaplan Sterling Investments
  Albany, NY
• 06/2016 → 09/2017
  Platinum Wealth Partners, Inc.
  Skippack, PA
• 09/2017 → 04/2019
  Bernardo Wealth Planning Llc
  Harleysville, PA
• 06/2019 → Present
  Clearview Portfolio Consulting, Llc
  Chalfont, PA

Previous Registrations

• 2017-09-06 → 2019-04-18
  Wellfull
  Harleysville, PA
• 2016-08-05 → 2017-11-13
  Platinum Wealth Partners
  Skippack, PA
• 2013-09-23 → 2016-05-26
  Mma Asset Management Llc
  Conshohocken, PA
• 2014-11-10 → 2016-05-26
  The Centurion Group, Llc
  Plymouth Meeting, PA
• 2013-09-17 → 2013-09-17
  Lpl Financial Llc
  Plymouth Meeting, PA
• 2012-06-01 → 2013-09-16
  Lincoln Investment
  West Conshohocken, PA
  Fort Washington, PA
• 2012-06-04 → 2013-09-16
  Capital Analysts
  West Conshohocken, PA
• 2008-04-28 → 2012-06-01
  Cincinnati Analysts, Inc.
  West Conshohocken, PA
• 2005-06-16 → 2008-04-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
  Atlanta, GA
  Pennington, NJ
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2005-06-15

Designations

Other Names

• William John Roth
• William John Roth
• Bill John Roth