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Curtis James Reed

Welspire LLC

Upper Arlington, OH

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Current Employers
Welspire Llc

2400 Cambridge Boulevard, Upper Arlington, OH 43221 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2017-10-18
NE RA APPROVED 2015-05-08
  • OH RA
    APPROVED
    Since 2017-10-18
  • NE RA
    APPROVED
    Since 2015-05-08

Branch Locations

2400 Cambridge Boulevard, Upper Arlington, OH 43221 • 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
OrganizationCityStateFromTo
Welspire Llc Omaha NE 03/2015 Present
Previous Registrations
  • 2012-12-21 → 2015-03-16
    Arbor Point Advisors
    La Vista, NE
  • 2012-12-05 → 2012-12-12
    Securities America Advisors, Inc.
    La Vista, NE
  • 2011-12-08 → 2012-11-30
    Charles Schwab & Co., Inc.
    Omaha, NE
  • 2011-01-28 → 2011-11-23
    Windy City Wealth Management Llc
    Omaha, NE
  • 2010-01-26 → 2010-12-31
    Windy City Wealth Management Llc
    Omaha, NE
  • 2009-05-08 → 2010-01-01
    Windy City Wealth Management Llc
    Omaha, NE
  • 1999-06-01 → 2002-12-17
    Charles Schwab & Co., Inc.
    Chicago, IL
    Chicago, IL
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2012-06-13
S65 Uniform Investment Adviser Law Examination 2008-04-23
  • S63 Uniform Securities Agent State Law Examination
    2012-06-13
  • S65 Uniform Investment Adviser Law Examination
    2008-04-23
Designations

View on SEC IAPD

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J.P. MORGAN SECURITIES LLC
FIFTH THIRD SECURITIES, INC.
LPL FINANCIAL LLC
U.S. BANCORP ADVISORS, LLC
ALEXANDER FINANCIAL PLANNING, INC.
DEMERS FINANCIAL PLANNING
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES

Other Investors

Scott F Scharfenberger
Christopher T. Rhorer
Benjamin Cross
Matthew Hanuska
Samuel George Messerly
RAKESH K SINGH
SEAN M HANNIGAN
KYLE ANDREW MAWHORR

Other Offices

J.P. MORGAN SECURITIES LLC · Upper Arlington, OH
FIFTH THIRD SECURITIES, INC. · COLUMBUS, OH
LPL FINANCIAL LLC · UPPER ARLINGTON, OH
U.S. BANCORP ADVISORS, LLC · Columbus, OH
ALEXANDER FINANCIAL PLANNING, INC. · COLUMBUS, OH
DEMERS FINANCIAL PLANNING · COLUMBUS, OH
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Columbus+, OH
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Columbus, OH

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