Kayla Jo Welker

Current Employers

Employment History

• 08/2015 → 02/2018
  Larson, Kellett & Associates
  Montoursville, PA
• 02/2018 → 04/2021
  Wagner, Dreese, Elsasser & Associates P.C.
  Lewisburg, PA
• 04/2021 → Present
  Aviso Financial, Llc
  Selinsgrove, PA
• 07/2021 → 09/2022
  First Allied Securities, Inc.
  San Diego, CA
• 09/2021 → Present
  First Allied Advisory Services Llc
  Schaumburg, IL
• 09/2022 → 09/2023
  Cetera Advisors Llc
  Selinsgrove, PA
• 09/2023 → Present
  Osaic
  Selinsgrove, PA

Previous Registrations

• 2021-09-29 → 2023-10-05
  Cetera Investment Advisers Llc
  Selinsgrove, PA

Other Businesses

1. AVISO FINANCIAL CENTER POSITION: advisor NATURE: DBA for the Osaic brokerage business from the Selinsgrove branch office INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 09/09/2021 ADDRESS: 100 Airport Road, Suite 200, Selinsgrove PA 17870, United States DESCRIPTION: financial advisor 2. AVISO WEALTH MANAGEMENT POSITION: FINANCIAL ADVISOR NATURE: CORPORATION, INDEPENDENT REGISTERED INVESTMENT ADVISER INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/09/2021 ADDRESS: 11900 NE 1ST STREET, SUITE 300, BELLEVUE WA 98005, United States DESCRIPTION: PROVIDE INVESTMENT ADVICE TO CLIENTS, MANAGE INVESTMENT PORTFOLIOS 3. AVISO TAX SERVICES POSITION: PRESIDENT NATURE: S CORPORATION - LLC TAX PREPARATION INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 04/16/2021 ADDRESS: 100 Airport Road, Suite 200, Selinsgrove PA 17870, United States DESCRIPTION: PREPARE TAX RETURNS AND PERFORM TAX PLANNING ANALYSIS. 4. AVISO FINANCIAL LLC POSITION: FINANCIAL ADVISOR NATURE: DBA FOR BROKER DEALER RELATED BUSINESS. IT IS AN LLC HOLDING COMPANY INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 09/09/2021 ADDRESS: 11900 NE 1ST STREET, SUITE 300, BELLEVUE WA 98005, United States DESCRIPTION: FINANCIAL ADVISOR 5. INSURANCE POSITION: agent NATURE: Insurance agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 06/28/2024 ADDRESS: 227 Point Township Drive, Northumberland PA 17857, United States DESCRIPTION: Write and service insurance for clients

Exams

• S66 Uniform Combined State Law Examination
  2021-08-20

Designations