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BW

Boyd P. Welch

NATALLIANCE SECURITIES
Boerne, TX 78006
Some features on this profile are disabled
CRD#: 2732629
BW

Professional summary

Boyd Parker Welch is a registered financial professional currently at NATALLIANCE SECURITIES, LLC located in Boerne, Texas.

Boyd is registered as a RR (Registered Representative) and started their career in finance in 1996. Boyd has worked at 8 firms and has passed the Series 65, Series 63, Series 79TO, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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) - BD

Click below to view Boyd Parker Welch's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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

Current

February 19, 2023 - Present

NATALLIANCE SECURITIES, LLC

Office #1: 124 E. Bandera Rd, Ste 202, Boerne, TX 78006
BD
CRD#: 39455
Boerne, TX
Past

July 22, 2022 - February 21, 2023

B. RILEY WEALTH MANAGEMENT

BD
CRD#: 2543
BOERNE, TX
Past

May 18, 2021 - February 21, 2023

B. RILEY WEALTH ADVISORS, INC.

RIA
CRD#: 115927
BOERNE, TX
Past

May 18, 2021 - July 22, 2022

NATIONAL SECURITIES CORPORATION

BD
CRD#: 7569
BOERNE, TX
Past

October 26, 2004 - April 8, 2021

ADVISORS ASSET MANAGEMENT, INC.

RIA
CRD#: 46727
BOERNE, TX
Past

September 3, 2002 - April 8, 2021

ADVISORS ASSET MANAGEMENT, INC.

BD
CRD#: 46727
BOERNE, TX
Past

September 3, 1999 - September 25, 2002

USAA INVESTMENT SERVICES COMPANY

RIA
CRD#: 5475
SAN ANTONIO, TX
Past

September 3, 1999 - September 25, 2002

USAA INVESTMENT SERVICES COMPANY

BD
CRD#: 5475
SAN ANTONIO, TX
Past

October 19, 1998 - July 16, 1999

MAIN STREET MANAGEMENT COMPANY

BD
CRD#: 547
BOSTON, MA
Past

June 5, 1996 - October 1, 1997

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SMITHFIELD, RI

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(8/11/2025)
RR
Illinois
(5/7/2025)
RR
Louisiana
(2/19/2023)
RR
Michigan
(2/19/2023)
RR
Missouri
(8/20/2024)
RR
New York
(2/19/2023)
RR
Texas
(2/19/2023)
RR
Virginia
(6/21/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/18/2002
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 5/6/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/4/1996
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 1/24/2004
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

NS
NATALLIANCE SECURITIES, LLC
NATALLIANCE INVESTMENT BANKING | SINEX SECURITIES, LLC. | NATIONAL ALLIANCE SECURITIES, LLC | NATIONAL ALLIANCE SECURITIES CORPORATION | NATIONAL ALLIANCE CAPITAL, LLC | NATALLIANCE SECURITIES, LLC | NATALLIANCE SECURITIES

CRD#: 39455 / SEC#: , 8-48723

BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
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Contact information

Main Address
3101 Bee Cave Rd Suite 800, Austin, TX 78701
Mailing Address
3101 Bee Cave Rd Suite 270, Austin, TX 78746
Phone number
(512) 609-1700
Established
Delaware since 12/31/2012
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (46 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers

NamePositionCRD#
NATALLIANCE HOLDING COMPANY LLCOWNER
ADAMS, JASONBOARD MEMBER2690575
BRENNER, ANDREW SCOTTBOARD MEMBER1227535
BUSH, FRED COSTONCFO/COO3075024
CARREON, MICHELLE ELLISCCO4861485
GIORDANO, MICHAEL JAMESBOARD MEMBER5942248
HENDRICKSON, GEORGE ALEXANDER BROWNBOARD MEMBER2382347
LIEPMAN, JOHN FRANCISBOARD MEMBER2037298
LOERCH, SAMUEL JAMESBOARD MEMBER1195328
SALTER, MARK MYLESBOARD MEMBER/CEO/PRESIDENT1180139
TAYLOR, BRADFORD STEPHENBOARD MEMBER5751455

Disclosures

Regulatory Event8

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

NATALLIANCE SECURITIES, LLC

CRD#: 39455Boerne, TX 78006

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