Drew William Welp

Current Employers

Employment History

• 05/2008 → Present
  Edward Jones
  St Louis, MO
• 01/2009 → Present
  Harrelson Financial Group
  Columbia, SC
• 02/2009 → 09/2025
  Avantax Investment Services, Inc.
  West Columbia, SC
• 01/2009 → Present
  Roger W. Harrelson, Cpa, Llc
  Cayce, SC
• 07/2012 → Present
  Drew W Welp Llc
  Cayce, SC
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Cayce, SC
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2010-07-30 → 2025-09-05
  Avantax Advisory Services
  Columbia, SC
• 2008-08-21 → 2009-01-28
  Edward Jones
  St Louis, MO
  Columbia, SC

Other Businesses

1) Harrelson Financial Group LLC~'NIR'~5111 Trenholm Road, Suite 100~Columbia~SC~29209~Professional Services - Business/Individual~Owner/Sole Proprietor~1/1/2009~15hrs~15hrs~Business Consulting 2) Kappa Sigma Housing Corporation~'NIR'~808 Mark Buyck Way~Columbia~SC~29201~Nonprofit~Treasurer/Comptroller~1/1/2015~2hrs~1hrs~Manage the bills and funds for the fraternity Housing Corporation. The House Corp. owns the house and leases it to the chapter. 4) ROGER W. HARRELSON, CPA, LLC POSITION: Accountant/Bookkeeper/Principal NATURE: Tax Preparation/Accounting INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2009; 190 Knox Abbott Drive Suite 2-B, Cayce SC 29033; Admin, Accounting, Tax Prep 5) DREW W WELP LLC POSITION: Owner NATURE: Serves only as a tax entity to report commissions reveived. No advertising or public mention of this entitiy exists. Solely for tax reporting. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/24/2012; 190 Knox Abbott Drive, Suite 2-B, Cayce SC 29033; Drew W Welp LLC.zero. one payoll cehck a year. income and expenses reported on a Form 1120s 6) WELP FINANCIAL ADVISORS, LLC POSITION: Owner NATURE: Entity used to be used to advertise in our building, business cards, stationary, etc. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 30 START DATE: 07/24/2012 ADDRESS: 190 Knox Abbott Drive, Suite 2-B, Cayce SC 29033, United States DESCRIPTION: This is to make the financial part of our business stand out as its own entity. 7) FOR HARRELSON, WELP & ASSOCIATES, CPAS, LLC POSITION: Owner/CPA NATURE: Tax and Accounting Services INVESTMENT RELATED: No NUMBER OF HOURS: 90 SECURITIES TRADING HOURS: 60 START DATE: 11/01/2024 ADDRESS: 190 Knox Abbott Drive, Suite 2B, Cayce SC 29033, United States DESCRIPTION: Manage staff on their accounting and tax work as well as do the work related to these services. 8) ROGER W. HARRELSON, CPA, LLC POSITION: ACCOUNTANT/BOOKKEEPER/PRINCIPAL NATURE: Tax Preparation/Accounting INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2009 ADDRESS: 190 Knox Abbott Drive Suite 2-B, Cayce SC 29033, United States DESCRIPTION: Admin, Accounting, Tax Prep 9) WELP FINANCIAL ADVISORS, LLC POSITION: Owner NATURE: Entity used to be used to advertise in our building, business cards, stationary, etc. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 30 START DATE: 07/24/2012 ADDRESS: 190 Knox Abbott Drive, Suite 2-B, Cayce SC 29033, United States DESCRIPTION: This is to make the financial part of our business stand out as its own entity. 10) ROGER W. HARRELSON, CPA, LLC POSITION: ACCOUNTANT/BOOKKEEPER/PRINCIPAL NATURE: Tax Preparation/Accounting INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2009 ADDRESS: 190 Knox Abbott Drive Suite 2-B, Cayce SC 29033, United States DESCRIPTION: Admin, Accounting, Tax Prep

Exams

• S66 Uniform Combined State Law Examination
  2008-07-31