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Eliott B. Wellenbach

ALPS DISTRIBUTORS
New York, NY 10022
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CRD#: 6832085
EW

Professional summary


Eliott Becker Wellenbach, who also goes by Eliott Becker Wellenbach, Eliott Wellenbach, is a registered financial professional currently at ALPS DISTRIBUTORS, INC. located in New York, New York.

Eliott is registered as a RR (Registered Representative) and started their career in finance in 2017. Eliott has worked at 3 firms and has passed the Series 63, Series 3, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Eliott Becker Wellenbach | Eliott Wellenbach

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 Eliott Becker Wellenbach'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®
None

Experience


Current

September 9, 2024 - Present

ALPS DISTRIBUTORS, INC.

Office #1: 535 Madison Avenue 37th Floor, New York, NY 10022
BD
CRD#: 16853
New York, NY
Past

November 19, 2018 - September 9, 2024

FORESIDE FUND SERVICES, LLC

BD
CRD#: 46106
NEW YORK, NY
Past

August 10, 2017 - October 26, 2018

VANGUARD MARKETING CORPORATION

BD
CRD#: 7452
MALVERN, PA

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
Alabama
(9/9/2024)
RR
Alaska
(9/9/2024)
RR
Arizona
(9/9/2024)
RR
Arkansas
(9/9/2024)
RR
California
(9/9/2024)
RR
Colorado
(9/9/2024)
RR
Connecticut
(9/9/2024)
RR
Delaware
(9/9/2024)
RR
District of Columbia
(9/9/2024)
RR
Florida
(9/9/2024)
RR
Georgia
(9/9/2024)
RR
Hawaii
(9/9/2024)
RR
Idaho
(9/9/2024)
RR
Illinois
(9/9/2024)
RR
Indiana
(9/9/2024)
RR
Iowa
(9/9/2024)
RR
Kansas
(9/9/2024)
RR
Kentucky
(9/9/2024)
RR
Louisiana
(9/9/2024)
RR
Maine
(9/9/2024)
RR
Maryland
(9/9/2024)
RR
Massachusetts
(9/9/2024)
RR
Michigan
(9/9/2024)
RR
Minnesota
(9/9/2024)
RR
Mississippi
(9/9/2024)
RR
Missouri
(9/9/2024)
RR
Montana
(9/9/2024)
RR
Nebraska
(9/9/2024)
RR
Nevada
(9/9/2024)
RR
New Hampshire
(9/9/2024)
RR
New Jersey
(9/9/2024)
RR
New Mexico
(9/9/2024)
RR
New York
(9/9/2024)
RR
North Carolina
(9/9/2024)
RR
North Dakota
(9/9/2024)
RR
Ohio
(9/9/2024)
RR
Oklahoma
(9/9/2024)
RR
Oregon
(9/9/2024)
RR
Pennsylvania
(9/9/2024)
RR
Puerto Rico
(9/9/2024)
RR
Rhode Island
(9/9/2024)
RR
South Carolina
(9/9/2024)
RR
South Dakota
(9/9/2024)
RR
Tennessee
(9/9/2024)
RR
Texas
(9/9/2024)
RR
Utah
(9/9/2024)
RR
Vermont
(9/9/2024)
RR
Virginia
(9/9/2024)
RR
Washington
(9/9/2024)
RR
West Virginia
(9/9/2024)
RR
Wisconsin
(9/9/2024)
RR
Wyoming
(9/9/2024)

Exams


State Security Law Exam
RR
Series 63
Date: 8/21/2017
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


AD
ALPS DISTRIBUTORS, INC.
ALPS DISTRIBUTORS, INC. | MARINER FUNDS SERVICES INC. | ALPS SECURITIES, INC. | ALPS MUTUAL FUNDS SERVICES, INC.

CRD#: 16853 / SEC#: , 8-34626

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


Main Address
1290 Broadway Suite 1000, Denver, CO 80203
Mailing Address
1290 Broadway Suite 1000, Denver, CO 80203
Phone number
(303) 623-2577
Established
Colorado since 07/01/1985
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (53 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
ALPS HOLDINGS, INC.PARENT
KYLLO, STEPHEN JOHNSVP; PRESIDENT; DIRECTOR; CHIEF COMPLIANCE OFFICER; PRINCIPAL OPERATIONS OFFICER3204474
NECKEL, TARA JILLVP, DEPUTY CHIEF COMPLIANCE OFFICER4051739
PARSONS, ERIC TFINOP, CONTROLLER, PRINCIPAL FINANCIAL OFFICER5215115

Disclosures


Regulatory Event4

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


ALPS DISTRIBUTORS, INC.

CRD#: 16853New York, NY 10022

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