Dale Conrad Welty

Current Employers

Arbordale Wealth Management, Llc

Pensacola, FL • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2016-09-01

FL RA
APPROVED

Since 2016-09-01

Branch Locations

Pensacola, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Arbordale Wealth Management, Llc	Pensacola	FL	03/2016	Present

03/2016 → Present

Arbordale Wealth Management, Llc

Pensacola, FL

Previous Registrations

2003-08-13 → 2016-02-29

Woodstock Financial Group, Inc.

Woodstock, GA

Woodstock, GA
2001-12-11 → 2002-12-04

Ameriprise Financial Services, Llc

Pensacola, FL

Other Businesses

INDEPENDENT INSURANCE AGENT/INSURANCE RELATED/PENSACOLA,FL/NON-SECURITIES INSURANCE PRODUCTS & SERVICES VIA UNAFFILIATED ISSUERS & AGENCIES/DEVOTE 10% TIME PER MONTH, INCLUDING DURING TRADING HOURS//

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2010-07-28
S66	Uniform Combined State Law Examination	2002-11-25

S65 Uniform Investment Adviser Law Examination

2010-07-28
S66 Uniform Combined State Law Examination

2002-11-25

View on SEC IAPD