WILLIAM JAMES ROACH is an investment adviser representative (IAR) with state registration records since 2017, appearing at 3 firms. Currently registered with GRADIENT INVESTMENTS, LLC, WHICHARD ROACH & ASSOCIATES, INC..
| Firm | From | To | Current |
|---|---|---|---|
| WHICHARD ROACH & ASSOCIATES, INC. | 2025-06-13 | present | Yes |
| GRADIENT INVESTMENTS, LLC | 2025-05-13 | present | Yes |
| GRADIENT ADVISORS, LLC | 2017-02-27 | 2025-06-19 | — |