Brian C. Welsh

INTEGRITY CAPITAL

Scottsdale, AZ 85260

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CRD#: 4438159

Professional summary

Brian Christopher Welsh is a registered financial professional currently at INTEGRITY CAPITAL, LLC located in Scottsdale, Arizona.

Brian is registered as a RR (Registered Representative) and started their career in finance in 2001. Brian has worked at 6 firms and has passed the Series 63, SIE, Series 7 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

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

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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

May 26, 2017 - Present

INTEGRITY CAPITAL, LLC

Office #1: 16767 N. Perimeter Drive Suite 320, Scottsdale, AZ 85260

CRD#: 285198

Scottsdale, AZ

Past

May 7, 2007 - February 9, 2015

COREBRIDGE CAPITAL SERVICES, INC.

CRD#: 13158

WOODLAND HILLS, CA

Past

July 18, 2006 - April 12, 2007

ASSOCIATED SECURITIES CORP.

CRD#: 12969

EL SEGUNDO, CA

Past

June 14, 2005 - July 13, 2006

WAMU INVESTMENTS, INC.

CRD#: 599

THOUSAND OAKS, CA

Past

February 25, 2003 - June 1, 2005

FARMERS FINANCIAL SOLUTIONS, LLC

CRD#: 103863

WESTLAKE VILLAGE, CA

Past

February 26, 2002 - February 24, 2003

A. G. EDWARDS & SONS, INC.

RIA

CRD#: 4

WESTLAKE VILLAGE, CA

Past

October 5, 2001 - February 24, 2003

A. G. EDWARDS & SONS, INC.

CRD#: 4

ST. LOUIS, MO

State Registrations and Notice Filings

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

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

Arizona
(6/5/2017)

California
(1/31/2024)

Exams

State Security Law Exam

Series 63

Date: 11/2/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/4/2001

General Securities Representative Examination

Principal/Supervisory Exam

Series 26

Date: 3/18/2004

Investment Company Products/Variable Contracts Principal Examination

SRO Registrations

FINRA

Current Firm

INTEGRITY CAPITAL, LLC

ANNEXUS SECURITIES, LLC | INTEGRITY CAPITAL, LLC

CRD#: 285198 / SEC#: , 8-69829

Broker-Dealer Firm Regulated by FINRA (Denver district office)

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Contact information

Main Address

16767 N. Perimeter Drive Suite 320, Scottsdale, AZ 85260

Mailing Address

16767 N. Perimeter Drive Suite 320, Scottsdale, AZ 85260

Phone number

(480) 321-8992

Established

Delaware since 08/05/2022

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (51 States and Territories)

Documents

Direct owners and executive officers

Name	Position	CRD#
INTEGRITY WEALTH, LLC	MEMBER
DENHAM, ERIC TODD	PRESIDENT	1812039
GILBREATH, WESLEY BLAKE	CHIEF FINANCIAL OFFICER	7294886
GILBREATH, WESLEY BLAKE	FINOP	7294886
GILBREATH, WESLEY BLAKE	PRINCIPAL FINANCIAL OFFICER	7294886
LEPORE, KENNETH	PRINCIPAL OPERATIONS OFFICER	1356913
LEPORE, KENNETH	CCO	1356913

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Brian C. Welsh

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Brian Christopher Welsh's CRS (Customer Relationship Summary).

Certified licenses

Experience

COREBRIDGE CAPITAL SERVICES, INC.

ASSOCIATED SECURITIES CORP.

WAMU INVESTMENTS, INC.

FARMERS FINANCIAL SOLUTIONS, LLC

A. G. EDWARDS & SONS, INC.

A. G. EDWARDS & SONS, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 11/2/2001

SIE

Date: 10/1/2018

Series 7

Date: 10/4/2001

Series 26

Date: 3/18/2004

FINRA

Current Firm

INTEGRITY CAPITAL, LLC

Contact information

FINRA licenses (51 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

INTEGRITY CAPITAL, LLC

TRUST BUT VERIFY

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