Grace Upshaw is an investment adviser representative (IAR) with state registration records since 2022, appearing at 2 firms. Currently registered with ROCKEFELLER FINANCIAL LLC.
| Firm | From | To | Current |
|---|---|---|---|
| ROCKEFELLER FINANCIAL LLC | 2026-02-09 | present | Yes |
| NEUBERGER BERMAN BD LLC | 2022-08-03 | 2025-01-14 | — |