# IAN RODGER WELHAM

IAN RODGER WELHAM is an investment adviser representative (IAR) with state registration records since 2009, appearing at 5 firms. Currently registered with COPPELL ADVISORY SOLUTIONS LLC.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [COPPELL ADVISORY SOLUTIONS LLC](https://search.stillhousedata.com/firm/156549) | 2023-09-06 | present | Yes |
| [VERTIS WEALTH, LLC](https://search.stillhousedata.com/firm/307270) | 2022-07-27 | 2022-11-11 | — |
| [CITY CENTER ADVISORS, LLC](https://search.stillhousedata.com/firm/203513) | 2019-02-21 | 2022-07-08 | — |
| [BROOKSTONE CAPITAL MANAGEMENT LLC](https://search.stillhousedata.com/firm/141413) | 2014-07-24 | 2018-10-11 | — |
| [SAGE FINANCIAL PARTNERS](https://search.stillhousedata.com/firm/151105) | 2009-11-24 | 2014-09-04 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5725451)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5725451.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.