Wesley Allen Roland

Current Employers

Employment History

• 03/1997 → Present
  Wesley A. Roland, P.C.
  Ft. Worth, TX
• 01/2016 → Present
  Osaic Wealth, Inc.
  Fort Worth, TX

Previous Registrations

• 2000-04-17 → 2016-01-19
  1St Global Advisors Inc
  Fort Worth, TX

Other Businesses

1) WE GRACE FOUNDATION; FORT WORTH, TX; NON INVESTMENT RELATED; CHARITABLE ENTITY PROVIDING SCHOLARSHIPS TO COLLEGE STUDENTS; BOARD MEMBER; MAY 15, 2003; 1 HR/MTH. 2) BENJAMIN F. JOHNSTON FOUNDATION; FT. WORTH, TX; NON INVESTMENT RELATED; PRIVATE CHARITABLE FOUNDATION; SECRETARY; 1994; 1 HR/MTH; PREPARE ANNUAL CONSENTS FOR OFFICERS AND TRUSTEES AND ANNUAL MINUTES OF MEETINGS. 3) Darla Roland Residuary Trust; Not Investment related; P.O. Box 126377, Fort Worth, Texas 76126; Trustee; 01-Dec-2013; Hours :4; Security Hours: 2; Trustee for the trust for the benefit of Darla K Roland, the beneficiary. 4) WESLEY A ROLAND PC POSITION: President NATURE: The structure is a corporation that provides tax and accounting services for my CPA business. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 03/06/1997 ADDRESS: 2501 RIDGMAR PLAZA, Fort Worth TX 76116, United States DESCRIPTION: Review of tax returns, consultation pertaining to tax planning, accounting and bookkeeping services and office administration and oversight of the company as the sole owner of the firm. 5) INSURANCE SERVICES POSITION: Insurance Producer NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 9 START DATE: 04/01/2000 ADDRESS: 2501 RIDGMAR PLAZA, Fort Worth TX 76116, United States DESCRIPTION: Provide insurance solutions to clients based on needs and objectives and overall wealth management considerations. 6) WESLEY A ROLAND, CPA POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2020 ADDRESS: 2501 Ridgmar Plaza, Fort Worth TX 76116, United States DESCRIPTION: Tax consulting services 7)TRC ADVISORY AND WEALTH MANAGEMENT POSITION: Owner and Insurance Producer NATURE: Single member LLC owned by Wesley A Roland serving as marketing name and insurance agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2020 ADDRESS: 2501 Ridgmar Plaza, #108-109, Fort Worth TX 76116, United States DESCRIPTION: Utilize this business for payroll and payment of business expenses for financial services. Provide insurance solutions to clients based on needs and objectives and overallwealth management.

Exams

• S66 Uniform Combined State Law Examination
  1999-12-30

Other Names

• Wesley A Roland
• Wes Roland