person● Verified · SEC records
Larry Roth
In PWD coverage since October 2, 2026 · 1 story
Career record
currentIABERKSHIRE GLOBAL ADVISORS LP
PWD coverage
Moves
TradePMR product chief Jon Patullo joins CG Financial as COO and CIO
The $5 billion hybrid RIA says it will draw on his vendor relationships as it keeps investing in its technology platform.