William James Roach

Current Employers

Employment History

• 06/1988 → Present
  William J Roach, Inc.
  Summerfield, NC
• 02/2013 → Present
  Whichard Roach & Associates
  Greensboro, NC
• 02/2017 → Present
  Gradient Advisors, Llc
  Arden Hills, MN
• 05/2025 → Present
  Whichard Roach & Associates
  Greensboro, NC
• 05/2025 → Present
  Gradient Investments, Llc
  Arden Hills, MN

Previous Registrations

• 2017-02-27 → 2025-06-19
  Gradient Advisors, Llc
  Greensboro, NC
  Arden Hills, MN

Other Businesses

1) dba Whichard Roach Financial; 2721 Horse Pen Creek Road # 103, Greensboro, NC, 27410; President; Advisory services, financial planning, annuities sales, and life insurance; Start date: 02/2013 2) William J Roach, Inc.; 6109 Trotter Ridge Road, Summerfield, NC 27358; President; Group Health Insurance; Start Date: 1988; 1 hr/month 3) Gradient Advisors, LLC; Investment Related; 02/2017; Arden Hills, MN; Investment Advisor Representative; will remain dually registered while moving clients to Whichard Roach Financial. 4) INVESTMENT RELATED: No/Kiwanis - Greensboro Chapter; ADDRESS: Greensboro, NC; NATURE OF BUSINESS: Service - Improving our Community 1 child at a time; POSITION: Board of Directors; START DATE: 10/2017; APPROX HR/MO; 10hrs

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-12-28
• S63 Uniform Securities Agent State Law Examination
  1989-08-30

Other Names

• Bill Roach