William G. Welnhofer
Professional summary
William George Welnhofer is a registered financial professional currently at CORPORATE PARTNERS & CO. LLC located in New York, New York.
William is registered as a RR (Registered Representative) and started their career in finance in 1990. William has worked at 5 firms and has passed the Series 63, Series 82TO, Series 99TO, Series 79TO, SIE, Series 7, Series 14, Series 27 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view William George Welnhofer's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 27, 2024 - Present
CORPORATE PARTNERS & CO. LLC
Office #1: 1270 Ave Of The Americas, Suite 300, New York, NY 10020February 6, 2024 - July 8, 2024
BIRCH LAKE PARTNERS, LP
March 9, 2017 - February 6, 2024
BIRCH LAKE PARTNERS, LP
February 6, 2015 - December 16, 2016
KPMG CORPORATE FINANCE LLC
December 8, 2006 - January 15, 2015
ROBERT W. BAIRD & CO. INCORPORATED
October 9, 1990 - November 30, 2006
STARSHAK WINZENBURG & CO
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(10/23/2025)
(8/27/2024)
Exams
Series 82TO
Date: 8/27/2024
Limited Representative-Private Securities OfferingsSeries 99TO
Date: 1/2/2023
Operations Professional ExaminationSeries 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationFINRA
Current Firm
CORPORATE PARTNERS & CO. LLC
CRD#: 168356 / SEC#: , 8-69303
Contact information
FINRA licenses (3 States and Territories)
Documents
Red Flags
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