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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2023-03-20 |
| AZ | RA | APPROVED | 2019-07-22 |
| SC | RA | APPROVED | 2019-07-19 |
| MN | RA | APPROVED | 2019-07-18 |
| WI | RA | APPROVED | 2019-07-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Peters Apartments | Onalaska | WI | 10/2005 | Present |
| Principal Life Insurance Company | Onalaska | WI | 06/2016 | 07/2019 |
| Principal Securities Inc | Onalaska | WI | 06/2016 | 07/2019 |
| Welshire Capital | Onalaska | WI | 03/2017 | Present |
1.) Peters Apartments; Onalaska, WI; owner; rental property; duties include bookkeeping/management; not investment related; compensation in the form of rent after expenses./// 2.) Welshire Capital, LLC; Onalaska, WI; Senior Vice President and Financial Advisor; financial services/investments; Admin for firm- meet with clients/prospects regarding retirement and investment needs; product sales, investment management, servicing; Investment related; over 40 hours/month; compensation in the form of Salary./// 3.) Peters Property Group, LLC.; Charlotte, NC; member of Residential Property Ownership and Rentals; duties include: Property ownership, bookkeeping; partial owner of rentals; compensation Via asset appreciation of properties.///
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 2000-03-21 |
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