Patrick S. Welsh

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CRD#: 8203763

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.

Patrick Sullivan Welsh was a registered financial professional .

Patrick is a previously registered financial professional and started their career in finance in 2026. Patrick had worked at 1 firm and has passed the Series 65 exam.

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.

Welsh Business Consulting LLC; not investment-related; 3737 Easton Market, Suite 1342, Columbus, OH 43219; Bakery; Partner; started: 06/2021; approximately 4 hours per month, zero hours during securities trading hours; accounting, taxes, and manage distributor relationships.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

March 17, 2026 - August 26, 2026

TRINITY FINANCIAL ADVISORS LLC

RIA

CRD#: 133191

COLUMBUS, OH

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TRINITY FINANCIAL ADVISORS LLC

CRD#: 133191 / SEC#: 801-81196

RIA

Registered Investment Advisory firm - (4/1/2015 Approved)

Ohio

Registered Investment Advisory firm - (4/6/2015 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

What does exam status mean?

State Security Law Exam

Series 65

Status Unavailable

Passed: 3/2/2026

Uniform Investment Adviser Law Examination

Current Firm

TRINITY FINANCIAL ADVISORS LLC

CRD#: 133191 / SEC#: 801-81196

RIA

Registered Investment Advisory firm - (4/1/2015 Approved)

Ohio

Registered Investment Advisory firm - (4/6/2015 Terminated)

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Contact information

Main Address

760 Communications Parkway Suite 200, Columbus, OH 43214

Mailing Address

Phone number

(614) 848-7667

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TRINITY FINANCIAL ADVISORS LLC ADV PART 2A (3/23/2026)

Regulatory assets under management

Total Number of Accounts	1,139
AUM (Assets Under Management)	$ 669,993,827

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
01/07/2026	Cover Page	Report
02/19/2025	Cover Page	Report
07/18/2024	Cover Page	Report
05/22/2023	Cover Page	Report

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.

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Patrick S. Welsh

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

TRINITY FINANCIAL ADVISORS LLC

Primary Firm SEC Registration

TRINITY FINANCIAL ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 65

Passed: 3/2/2026

Current Firm

TRINITY FINANCIAL ADVISORS LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

TRINITY FINANCIAL ADVISORS LLC

TRUST BUT VERIFY

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