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David Craig Welborn

Family Legacy Planning

Bentonville, AR

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Current Employers
Family Legacy Planning

1003 Se 14Th St. Ste 15, Bentonville, AR 72712 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2018-08-22
AR RA APPROVED 2018-06-21
  • LA RA
    APPROVED
    Since 2018-08-22
  • AR RA
    APPROVED
    Since 2018-06-21

Branch Locations

1003 Se 14Th St. Ste 15, Bentonville, AR 72712 • 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
Family Legacy Planning, Inc Bentonville AR 04/2004 Present
W. Properties, Llc Rogers AR 12/2008 Present
Rogers Pizza, Llc Bentonville AR 12/2014 06/2019
Flp Wealth Management, Llc Bentonville AR 04/2016 Present
Ae Wealth Management, Llc Bentonville AR 05/2016 03/2020
  • 04/2004 → Present
    Family Legacy Planning, Inc
    Bentonville, AR
  • 12/2008 → Present
    W. Properties, Llc
    Rogers, AR
  • 12/2014 → 06/2019
    Rogers Pizza, Llc
    Bentonville, AR
  • 04/2016 → Present
    Flp Wealth Management, Llc
    Bentonville, AR
  • 05/2016 → 03/2020
    Bentonville, AR
Previous Registrations
Other Businesses

1) FAMILY LEGACY PLANNING, INC.; INVESTMENT RELATED; BENTONVILLE, AR; 04/2004-PRESENT; PRESIDENT, INSURANCE SALES AND SERVICING; 160 HOURS PER MONTH 2) W. PROPERTIES LLC; NON-INVESTMENT RELATED; ROGERS, AR; 12/2008-PRESENT; MANAGING MEMBER, ACCOUNTING FOR THE COMPANY; 5 HOURS PER MONTH 3) FLP WEALTH MANAGEMENT, LLC; INVESTMENT RELATED; BENTONVILLE, AR; 4/2016-PRESENT; MANAGING MEMBER; INSURANCE SALES; 160 HOURS PER MONTH 4) BWS FARM, LLC - MANAGING MEMBER. 06/2024 TO PRESENT. NOT INVESTMENT RELATED. DUTIES INCLUDE MANAGING THE FARM AND GROWING CROPS. SPEND APPROXIMATELY 4 HOURS/MONTH ON THIS ACTIVITY.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-03-16
  • S65 Uniform Investment Adviser Law Examination
    2016-03-16

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