Dalion Duncan Welch

Current Employers

Duncan Wealth Management, Llc

Madison, MS • United States

Current Registrations

Authority	Category	Status	Date
MS	RA	APPROVED	2025-04-29

MS RA
APPROVED

Since 2025-04-29

Branch Locations

Madison, MS • 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
Trustmark National Bank	Jackson	MS	03/2012	Present
Duncan Wealth Management, Llc	Madison	MS	01/2025	Present
Duncan Financial Solutions, Pllc	Madison	MS	08/2024	Present

03/2012 → Present

Trustmark National Bank

Jackson, MS
01/2025 → Present

Duncan Wealth Management, Llc

Madison, MS
08/2024 → Present

Duncan Financial Solutions, Pllc

Madison, MS

Other Businesses

Duncan Financial Solutions, PLLC, established in August 2024 Founder & Managing Partner 105 Anna Cove, Madison, MS 39110 (100% Virtual) Non-Investment Related CPA firm offering to small businesses Outsourced Accounting, Advisory, Bookkeeping, Tax Planning, Fractional CFO Services. Time split is approximately 50/50

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-01-25

S65 Uniform Investment Adviser Law Examination

2025-01-25