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Scott David Welch

Certuity, LLC

North Palm Beach, FL

Potomac, MD

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Current Employers
Certuity, Llc

1295 Us Highway One Third Floor, North Palm Beach, FL 33408 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2024-11-15
  • MD RA
    APPROVED
    Since 2024-11-15

Branch Locations

1295 Us Highway One Third Floor, North Palm Beach, FL 33408 • United States

Potomac, MD • 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
Dynasty Wealth Management, Llc New York NY 06/2015 09/2019
Unconstrainedthought Potomac MD 11/2023 06/2024
Dynasty Securities, Llc New York NY 05/2017 09/2019
Wisdomtree Asset Management, Inc. Potomac MD 09/2019 11/2023
Foreside Fund Services, Llc Potomac MD 12/2019 12/2023
Certuity, Llc North Palm Beach FL 06/2024 Present
  • 06/2015 → 09/2019
    Dynasty Wealth Management, Llc
    New York, NY
  • 11/2023 → 06/2024
    Unconstrainedthought
    Potomac, MD
  • 05/2017 → 09/2019
    Dynasty Securities, Llc
    New York, NY
  • 09/2019 → 11/2023
    Wisdomtree Asset Management, Inc.
    Potomac, MD
  • 12/2019 → 12/2023
    Foreside Fund Services, Llc
    Potomac, MD
  • 06/2024 → Present
    Certuity, Llc
    North Palm Beach, FL
Previous Registrations
  • 2006-06-12 → 2014-11-12
    Fortigent, Llc
    Rockville, MD
  • 2000-01-01 → 2006-06-12
    Lydian Wealth Management Company, Llc
    Rockville, MD
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2020-03-09
  • S63 Uniform Securities Agent State Law Examination
    2020-03-09

View on SEC IAPD

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