Grace Roland is an investment adviser representative (IAR) with state registration records since 2025, appearing at 2 firms. Currently registered with GENEOS WEALTH MANAGEMENT, INC., PERSONAL WEALTH ADVISORY, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| PERSONAL WEALTH ADVISORY, LLC | 2026-01-02 | present | Yes |
| GENEOS WEALTH MANAGEMENT, INC. | 2025-05-20 | present | Yes |