James Francis Welde is an investment adviser representative (IAR) with state registration records since 2025, appearing at 2 firms. Currently registered with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
| Firm | From | To | Current |
|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2025-11-13 | present | Yes |
| EQUITABLE ADVISORS, LLC | 2025-07-31 | 2025-09-02 | — |