Ted H. Weldon
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Ted Harrison Weldon was a registered financial professional .
Ted is a previously registered financial professional and started their career in finance in 1983. Ted had worked at 10 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 26 exams.
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
October 2, 2023 - June 30, 2026
THE LEADERS GROUP, INC.
May 3, 2021 - October 2, 2023
CFD INVESTMENTS, INC.
May 9, 2017 - March 30, 2021
BROKERBANK SECURITIES, INC.
January 16, 2013 - April 10, 2017
CALTON & ASSOCIATES, INC.
May 9, 2002 - January 30, 2013
GROVE POINT INVESTMENTS, LLC
June 28, 1999 - May 17, 2002
STUART SECURITIES CORP.
April 17, 1995 - March 19, 1999
SUNAMERICA SECURITIES, INC.
January 8, 1993 - April 11, 1995
IFG NETWORK SECURITIES, INC.
November 1, 1991 - December 31, 1992
PLANNED INVESTMENTS INC.
September 13, 1983 - November 1, 1991
PFS INVESTMENTS INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
THE LEADERS GROUP, INC.
CRD#: 37157 / SEC#: , 8-47639
Contact information
FINRA licenses (52 States and Territories)
Disclosures
| Regulatory Event | 4 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
