Barry Lee Weller

Current Employers

Employment History

• 02/1991 → Present
  Barry L. Weller, Ea
  Boyertown, PA
• 07/1999 → Present
  Reading Area Community College
  Reading, PA
• 12/2006 → 01/2019
  Questar Capital Corporation
  Minneapolis, MN
• 11/2016 → 01/2019
  Questar Asset Management
  Minneapolis, MN
• 01/2019 → 01/2025
  Lincoln Financial Advisors
  Boyertown, PA
• 01/2025 → Present
  Osaic Wealth, Inc.
  Boyertown, PA

Previous Registrations

• 2019-01-15 → 2025-01-24
  Osaic Fa, Inc.
  Boyertown, PA
  Blue Bell, PA
  Boyertown, PA
• 2016-12-15 → 2019-01-16
  Questar Asset Management, Inc.
  Boyertown, PA
  Minneapolis, MN
  Boyertown, PA

Other Businesses

1) Barry Weller & Associates Inc. /Tax preparation Services 19 N Reading Avenue Boyertown PA 19512 Category: Tax Prep Investment Related: No Title: Owner and President Duties: offering Tax and Accounting Services Start Date: 01/01/1997 Hours per Month: 220 Hours per Month during trading hours: 100 2) BARRY WELLER & ASSOCIATES INC. 19 N READING AVENUE BOYERTOWN PA 19512 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT/ OWNER AND PRESIDENT DUTIES: OFFERING ACCIDENT AND HEALTH INSURANCE, DISABILITY INSURANCE, FIXED AND INDEXED ANNUITIES, AND TRADITIONAL FIXED LIFE INSURANCE START DATE: 01/01/1997 HOURS PER MONTH: 12 HOURS PER MONTH DURING TRADING HOURS: 3 WEBSITE: WWW.BARRYWELLER.COM 3) B & L Properties LLC 1958 County Line Road Barto PA 19504 Category: Real Estate Rental, Management Investment Related: Yes Title: Owner Duties: Collect Rent and maintain property Start Date: 03/06/2017 Hours per Month: 2 Hours per Month during trading hours: 0 4) BARRY WELLER & ASSOCIATES INC. POSITION: President, Licensed Enrolled Agent (Tax Professional) NATURE: Tax and Accounting Services INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 60 START DATE: 01/01/1997 ADDRESS: 19 N Reading Avenue, Boyertown PA 19512, United States DESCRIPTION: Oversight of tax & accounting staff, review and prepare tax returns. While I am the owner of this business and an Enrolled Agent (federally authorized tax practitioner), I have staff of 5 Accounting Associates and one of those Associates is my son who pretty much runs this practice.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-12-15
• S63 Uniform Securities Agent State Law Examination
  1997-07-28