Cameron Roth

MCDOWELL ASSOCIATES INVESTMENTS, LP

Greensburg, PA 15601

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CRD#: 6903781

Professional summary

Cameron Roth, who also goes by Cameron John Roth, Cameron Roth, is a registered financial advisor currently at MCDOWELL ASSOCIATES INVESTMENTS, LP located in Greensburg, Pennsylvania and THOR FINANCIAL TECHNOLOGIES located in Greensburg, Pennsylvania.

Cameron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Cameron has worked at 2 firms and has passed the Series 65 and Series 3 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Cameron John Roth | Cameron Roth

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

THOR Financial Technologies, LLC which is an SEC registered investment advisor. THOR Financial Technologies, LLC is the manager for a publically traded ETF ticker $THLV ( THOR LOW VOLATILITY ETF). Bradley R. Roth is a 23.5% owner and Cameron Roth is a 12% owner of THOR Financial Technologies, LLC. We both act as portfolio managers for the ETF. From time to time it may be in a clients best interest to invest in THLV therefore we need that disclosed. Additionally if a client is invested in THLV we will reduce their money management fee pro-rata with the ETF management fee.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cameron Roth's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 13, 2018 - Present

MCDOWELL ASSOCIATES INVESTMENTS, LP

Office #1: 327 W. Pittsburgh Street, Greensburg, PA 15601

RIA

CRD#: 167710

Greensburg, PA

Current

September 17, 2020 - Present

THOR FINANCIAL TECHNOLOGIES

Office #1: 327 W. Pittsburgh St., Greensburg, PA 15601

RIA

CRD#: 310362

Greensburg, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

THOR FINANCIAL TECHNOLOGIES

THOR FINANCIAL TECHNOLOGIES | THOR TRADING ADVISORS, LLC

CRD#: 310362 / SEC#: 801-126093

RIA

Registered Investment Advisory firm - (7/15/2022 Approved)

Pennsylvania

Registered Investment Advisory firm - (7/20/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(6/13/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/13/2018

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 3

Date: 6/20/2019

National Commodity Futures Examination

Current Firm

THOR FINANCIAL TECHNOLOGIES

THOR FINANCIAL TECHNOLOGIES | THOR TRADING ADVISORS, LLC

CRD#: 310362 / SEC#: 801-126093

RIA

Registered Investment Advisory firm - (7/15/2022 Approved)

Pennsylvania

Registered Investment Advisory firm - (7/20/2022 Terminated)

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Contact information

Main Address

327 W. Pittsburgh St., Greensburg, PA 15601

Mailing Address

Phone number

(412) 860-6078

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	2
AUM (Assets Under Management)	$ 113,903,619

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Cameron Roth

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cameron Roth's CRS (Customer Relationship Summary).

Certified licenses

Experience

MCDOWELL ASSOCIATES INVESTMENTS, LP

THOR FINANCIAL TECHNOLOGIES

Primary Firm SEC Registration

THOR FINANCIAL TECHNOLOGIES

State Registrations and Notice Filings

Exams

Series 65

Date: 6/13/2018

Series 3

Date: 6/20/2019

Current Firm

THOR FINANCIAL TECHNOLOGIES

Contact information

SEC notice filing (1 States and Territories)

Documents

Regulatory assets under management

Red Flags

Company Information

THOR FINANCIAL TECHNOLOGIES

TRUST BUT VERIFY

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