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Richard M. Welch

Academy Wealth Advisers, LLC

Pocono Pines, PA

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Current Employers
Academy Wealth Advisers, Llc

Pocono Pines, PA • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2011-09-07
  • PA RA
    APPROVED
    Since 2011-09-07

Branch Locations

Pocono Pines, PA • 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
OrganizationCityStateFromTo
Academy Wealth Advisors Newtown PA 06/2011 Present
  • 06/2011 → Present
    Academy Wealth Advisors
    Newtown, PA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2011-05-27
S65 Uniform Investment Adviser Law Examination 2011-05-06
  • S63 Uniform Securities Agent State Law Examination
    2011-05-27
  • S65 Uniform Investment Adviser Law Examination
    2011-05-06
Other Names
  • Richard Welch

View on SEC IAPD

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