WELCH WILLIAM DAVID appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. WELCH WILLIAM DAVID appears on 8 filing roles across Form ADV (8).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | WELCH FINANCIAL PLANNING, LLC | MANAGING MEMBER, CCO | BOULDER, CO |
| — | Form ADV | FRANKLIN, PARLAPIANO, TURNER & WELCH LLC | PRINCIPAL | HOUSTON, TX |
| — | Form ADV | DYNASTY WEALTH MANAGEMENT, LLC | CHIEF INVESTMENT OFFICER | ST. PETERSBURG, FL |
| — | Form ADV | CERTUITY, LLC | BOARD MEMBER | NORTH PALM BEACH, FL |
| — | Form ADV | RIVER OAKS CAPITAL LLC | PRINCIPAL | WAYZATA, MN |
| — | Form ADV | WAVERTON INVESTMENT MANAGEMENT LIMITED | CHIEF FINANCIAL OFFICER | LONDON |
| — | Form ADV | FORTIGENT, LLC | EVP, CIO | FORT MILL, SC |
| — | Form ADV | TAM PORTFOLIOS, LLC | CHIEF COMPLIANCE OFFICER | ORLANDO, FL |