William C. Weirich
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 Christian Weirich, AIF®, who also goes by Christian Weirich, W Christian Weirich, was a registered financial professional .
William is a previously registered financial professional and started their career in finance in 1996. William had worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 7, Series 6, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
August 20, 2024 - January 16, 2026
CREATIVE CAPITAL WEALTH MANAGEMENT GROUP
May 24, 2024 - October 22, 2025
ARKADIOS WEALTH ADVISORS
May 24, 2024 - October 22, 2025
ARKADIOS CAPITAL
July 9, 2020 - September 26, 2023
JANNEY MONTGOMERY SCOTT LLC
July 9, 2020 - September 26, 2023
JANNEY MONTGOMERY SCOTT LLC
February 3, 2004 - March 31, 2020
WELLS FARGO CLEARING SERVICES, LLC
August 28, 2000 - March 31, 2020
WELLS FARGO CLEARING SERVICES, LLC
June 12, 1997 - August 28, 2000
JANNEY MONTGOMERY SCOTT LLC
January 19, 1996 - June 10, 1997
DELAWARE DISTRIBUTORS, L.P.
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
CREATIVE CAPITAL WEALTH MANAGEMENT GROUP
CRD#: 304376 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 207 |
| AUM (Assets Under Management) | $ 23,000,000 |
Red Flags
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