# DAX JAMES WELSHEIMER

DAX JAMES WELSHEIMER is an investment adviser representative (IAR) with state registration records since 2003, appearing at 5 firms. Currently registered with PRINCIPAL SECURITIES, INC..

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [PRINCIPAL SECURITIES, INC.](https://search.stillhousedata.com/firm/1137) | 2023-11-20 | present | Yes |
| [INVEST FINANCIAL CORPORATION](https://search.stillhousedata.com/firm/12984) | 2009-04-24 | 2011-04-05 | — |
| [FSC SECURITIES CORPORATION](https://search.stillhousedata.com/firm/7461) | 2005-10-18 | 2009-04-21 | — |
| [SUNSET FINANCIAL SERVICES, INC.](https://search.stillhousedata.com/firm/3538) | 2005-05-25 | 2005-10-07 | — |
| [VALMARK ADVISERS INC](https://search.stillhousedata.com/firm/108050) | 2003-06-17 | 2005-05-19 | — |
| [PRINCIPAL SECURITIES, INC.](https://search.stillhousedata.com/firm/1137) | 2003-01-30 | 2003-06-02 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2767268)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2767268.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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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.