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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2025-09-05 |
| MO | RA | APPROVED | 2025-09-05 |
| TX | RA | APPROVED_RES | 2025-09-05 |
Branch Locations
1386 Bill Virdon Blvd., West Plains, MO 65775 • United States
410 Barnett Dr, Barnett Dr, AR 72501 • United States
103 N. Main Street, Salem, AR 72576 • United States
1501 N. University Ave Suite 268, Little Rock, AR 72202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Welch, Couch & Company, Pa | Batesville | AR | 12/2009 | 11/2022 |
| 1St Global Capital Corp. | West Plains | MO | 09/2016 | 10/2019 |
| 1St Global Advisors, Inc. | West Plains | MO | 09/2016 | 10/2019 |
| Avantax Insurance Services, Inc. | West Plains | MO | 01/2018 | 09/2025 |
| Avantax Advisory Services | West Plains | MO | 10/2019 | 09/2025 |
| Avantax Investment Services, Inc. | West Plains | MO | 10/2019 | 09/2025 |
| Welch, Couch & Company, Pa | West Plains | MO | 12/2009 | Present |
| Cetera Wealth Services, Llc | Batesville | AR | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) WELCH, PLLC POSITION: OWNER NATURE: LAW PRACTICE INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/01/2011 ADDRESS: , West Plains MO , United States DESCRIPTION: I own and act as the sole attorney providing estate and business planning services. 2) WELCH, COUCH & COMPANY, PA POSITION: Owner NATURE: CPA firm that the WM firm is associated with. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 12/01/2009; ADDRESS: 1386 Bill Virdon Blvd, West Plains MO 65775, United States DESCRIPTION: I am an owner and professional in the business.- Management of Staff- Firm vision/direction- Tax prep and review- Advisory services- Accounting services 3) WC WEALTH MANAGEMENT LLC POSITION: Sole member/Owner NATURE: This will be the entity that the wealth management services will be marketed through once all licensing is finalized. Will also be registered as a foreign LLC in Arkansas. Not currently active INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 2 START DATE: 10/01/2016 ADDRESS: 1386 Bill Virdon Blvd., West Plains MO 65775, United States DESCRIPTION: I am the sole owner and initially will be the only financial advisor of the business. I will offer wealth management products and services through Avantax. 4) WEST PLAINS BANK & TRUST COMPANY POSITION: Board Advisory Director NATURE: West Plains Bank & Trust Company is a locally-owned community bank. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 08/21/2025 ADDRESS: 1386 Bill Virdon Blvd, West Plains MO 65775, United States DESCRIPTION: Provide support to the organization as an advisory member of the board of directors. Participate in monthly meetings and review key information and provide feedback and guidance. My support will consist of board meeting attendance and reviewing the standard bank metrics and meeting reports that are provided.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-27 |
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