Evan Peter Welch

Current Employers

Employment History

• 01/2011 → Present
  Cambridge Investment Research, Inc
  Fairfield, IA
• 01/2011 → Present
  Cambridge Investment Research Advisors, Inc
  Fairfield, IA
• 06/2024 → Present
  Bridgeport Financial Solutions
  Fairfield, IA

Previous Registrations

• 2013-04-16 → 2025-12-31
  Cambridge Investment Research Advisors, Inc.
  Boxborough, MA
  Boxborough, MA
• 2004-01-01 → 2005-12-31
  Cetera Advisors Llc
  Boston, MA
• 2002-11-15 → 2004-01-01
  Ifg Advisory Services Inc
  Atlanta, GA

Other Businesses

1) FINANCIAL PLANNING ASSOCIATION OF MA, PO BOX 1255, GROTON, MA 01450. MONEY MENTOR SINCE 01/01/05. IS INVESTMENT RELATED. WORKS 10HRS YEARLY. NONE ARE SPENT DURING TRADING HOURS. DUTIES INCLUDE PRO BONO SERVES FOR WOMEN VIA THE FPA IN A ASSOC. WITH THE MA STATE TREASURERS OFFICE, COUNSELING CANCER PTS IN ASSOC W/ THE DANA FARBER CANCER INSTITUTE. 2) EVAN P WELCH, CFP, AIF, 80 CENTRAL STREET, STE 150, BOXBOROUGH, MA, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, 01/03/11, NIR, 2 HR/WK- 0/TRADING HR. 3) CORINTHIAN LODGE, ANCIENT FREE & ACCEPTED MASONS 58 MONUMENT SQUARE CONSORD, MA 01742. BEGAN 11/07/2011 AS TRUSTEE of special funds, WHO APPROVES AND MONITORS THE FINANCIAL TRANSACTIONS OF OUR MASONIC LODGE'S TREASURER. NOT INVESTMENT RELATED. DEVOTES 1 HR/MNTH. NONE DURING TRADING. 4) EMERSON HOSPITAL, 133 OLD RD, CONCORD MA 01742. BEGAN 11/2012 AS COMMUNITY AMBASSADOR FOR A HOSPITAL. DEVOTES 1 HR/MO-NONE DURING TRADING. 5) CORINTHIAN LODE ENDOWMENT FUND, 58 MONUMENT SQUARE, CONCORD, MA, TRUSTEE, 10/22/14, INV REL, 1 HR/MO- 0/TRADING HR. 6) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 1/2011 AS ADVISORY REP OF A RIA. INV REL - 25 HR/WK - 4/TRADING 01/03/11 7) ANTAEUS TAX & BUSINESS SERVICES LLC, 80 CENTRAL ST BOXBOROUGH MA; 18 UNICORN ST NEWBURYPORT MA, 8/2016 AS OWNING MEMBER. NIR - 5 HR/MO - 5/TRADING. 8) THRIVING DOCTORS/MEDICAL BRIDGES, 8441 SE 68TH #298, MERCER ISLAND, WA, AUTHOR, 07/19/17, INV REL, 1 HR/MO- 0/TRADING HR. 9) MGH CLA CENTER FOR YOUNG HEALTHY MINDS, 1 BOWDOIN ST, BOSTON, MA, 6/2018 AS ADVISORY BOARD MEMBER. NIR - 5/YR - 0/TRADING. 10) ANTAEUS WEALTH ADVISORS LLC, 80 CENTRAL ST STE 150, BOXBOROUGH, MA, 01/2011. PARTNER, CHIEF INVESTMENT OFFICER FINANCIAL PROFESSIONAL UTILIZING DBA NAME. INV REL-40/WK-32/TRADING. 11) THREE WELLS PROPERTIES, LLC, 75 Strawberry Hill Road Acton, MA 01720, 01/01/2024, Owner, Real Estate, NIR, 5 HR/MO, 0 HR/MO TRADING. 12) WELCH DOCTOR PROSPERITY CONSULTING, LLC, 80 Central Street, Suite #150, Boxborough MA 01719, United States, 01/11/2024, Owner, Consulting/Coaching, NIR, 5 HR/MO, 0 HR/MO TRADING.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-01-28
• S63 Uniform Securities Agent State Law Examination
  1997-12-03

Designations

Other Names

• Evan Welch