# WELCH WILLIAM DAVID

WELCH WILLIAM DAVID appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 8 filing roles across Form ADV (8).

## Filings (8)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| — | Form ADV | [WELCH FINANCIAL PLANNING, LLC](https://search.stillhousedata.com/firm/329418) | MANAGING MEMBER, CCO | BOULDER, CO |
| — | Form ADV | [FRANKLIN, PARLAPIANO, TURNER & WELCH LLC](https://search.stillhousedata.com/firm/114465) | PRINCIPAL | HOUSTON, TX |
| — | Form ADV | [DYNASTY WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/153377) | CHIEF INVESTMENT OFFICER | ST. PETERSBURG, FL |
| — | Form ADV | [CERTUITY, LLC](https://search.stillhousedata.com/firm/129505) | BOARD MEMBER | NORTH PALM BEACH, FL |
| — | Form ADV | [RIVER OAKS CAPITAL LLC](https://search.stillhousedata.com/firm/168962) | PRINCIPAL | WAYZATA, MN |
| — | Form ADV | [WAVERTON INVESTMENT MANAGEMENT LIMITED](https://search.stillhousedata.com/firm/112200) | CHIEF FINANCIAL OFFICER | LONDON |
| — | Form ADV | [FORTIGENT, LLC](https://search.stillhousedata.com/firm/138164) | EVP, CIO | FORT MILL, SC |
| — | Form ADV | [TAM PORTFOLIOS, LLC](https://search.stillhousedata.com/firm/143806) | CHIEF COMPLIANCE OFFICER | ORLANDO, FL |


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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.