CW
Christopher B. Welsh
LORINTINE CAPITAL
Dallas, TX 75231
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CRD#: 5725264
CW
Professional summary
Christopher Barrett Welsh, CFP® is a registered financial advisor currently at LORINTINE CAPITAL located in Dallas, Texas.
Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Christopher has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
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.
I am currently a partner at the Law Offices of Christopher Welsh, PLLC. The law firm is a business litigation and transaction form. In our law practice we represent a large variety of individuals, small, and medium size businesses across a variety of industries. I have been working with this firm since January 2017. I devote at least 40 hours a month of work to the law firm, with at least half of such work occurring during trading hours. The law firm is not an investment related business, though the law firm does represent Lorintine Capital, as well as other investment related businesses in its capacity as a law firm. The law firm shares a business address with Lorintine Capital.
I also regularly write and contribute to the website http://www.steadyoptions.com. This website is an informational website that seeks to educate its clients and customers about trading options. I have been writing for the website since 2013 and spend approximately 10 hours a month on such work. Very little if any of the work occurs regularly during trading hours. I do not own, direct, or operate the website. It is based out of Toronto, Canada.
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Barrett Welsh's 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®
CFP®
Start date: 2017
Experience
Current
June 28, 2010 - Present
LORINTINE CAPITAL
Office #1: 5477 Glen Lakes Dr. Suite 120, Dallas, TX 75231RIA
CRD#: 151204
Dallas, TX
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(3/25/2020)
IAR
Texas(6/28/2010)
Current Firm
LC
LORINTINE CAPITAL
LORINTINE CAPITAL | LORINTINE CAPITAL, LP
CRD#: 151204 / SEC#:
Arizona
Registered Investment Advisory firm - (5/31/2024 Terminated)California
Registered Investment Advisory firm - (3/25/2020 Approved)Iowa
Registered Investment Advisory firm - (2/28/2025 Terminated)Minnesota
Registered Investment Advisory firm - (2/10/2025 Terminated)South Dakota
Registered Investment Advisory firm - (2/7/2025 Terminated)Texas
Registered Investment Advisory firm - (6/28/2010 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5477 Glen Lakes Dr. Suite 120, Dallas, TX 75231
Mailing Address
Phone number
(214) 800-5164
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 62 |
| AUM (Assets Under Management) | $ 65,333,000 |
Red Flags
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Company Information
LORINTINE CAPITAL
CRD#: 151204Dallas, TX 75231TRUST BUT VERIFY
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