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William E. Welsh

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CRD#: 1210170
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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.

William E Welsh, who also goes by William Edward Welsh, was a registered financial professional .

William is a previously registered financial professional and started their career in finance in 1985. William had worked at 11 firms and has passed the Series 63, Series 55 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


William Edward Welsh

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

August 23, 2002 - October 11, 2004

BILTMORE INTERNATIONAL CORPORATION

BD
CRD#: 21163
EDISON, NJ
Past

February 25, 1999 - May 7, 2001

APEX CLEARING CORPORATION

BD
CRD#: 13071
DALLAS, TX
Past

October 26, 1998 - February 10, 1999

HUDSON SECURITIES,INC.

BD
CRD#: 10467
JERSEY CITY, NJ
Past

April 19, 1998 - June 4, 1998

LAIDLAW GLOBAL SECURITIES, INC.

BD
CRD#: 19018
NEW YORK, NY
Past

February 5, 1998 - April 2, 1998

PURCELL GRAHAM INCORPORATED

BD
CRD#: 7187
NEW YORK, NY
Past

December 17, 1996 - May 6, 1997

COMMERZ MARKETS LLC

BD
CRD#: 41957
NEW YORK, NY
Past

April 21, 1993 - December 17, 1996

DRESDNER SECURITIES (USA) INC.

BD
CRD#: 1993
NEW YORK, NY
Past

February 11, 1991 - February 25, 1993

DOMINICK & DICKERMAN LLC

BD
CRD#: 7344
OLD GREENWICH, CT
Past

June 14, 1988 - January 29, 1990

JJC SECURITIES CO., INC.

BD
CRD#: 3144
Past

February 6, 1988 - April 26, 1988

KEANE SECURITIES CO., INC.

BD
CRD#: 8452
Past

January 25, 1985 - August 27, 1987

JESUP & LAMONT SECURITIES CO., INC.

BD
CRD#: 6736

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 8/8/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 55
Date: 4/18/2000
Limited Representative-Equity Trader Exam
General Industry/Product Exam

Current Firm


BI
BILTMORE INTERNATIONAL CORPORATION
BILTMORE CAPITAL CORPORATION | BILTMORE INTERNATIONAL CORPORATION

CRD#: 21163 / SEC#: , 8-38553

BD
Terminated by SEC on 04/28/2020
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Contact information


Main Address
Mailing Address
Phone number
Established
New York since 06/11/1987
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
GLADDIS, JOHN MICHAEL JRPRESIDENT, CCO2511734
RAWDON, JAMES MICHAELCHIEF FINANCIAL OFFICER371575

Disclosures


Regulatory Event5

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.

Company Information


BILTMORE INTERNATIONAL CORPORATION

CRD#: 21163

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