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1790 38Th St Ste. 205, Boulder, CO 80301-2600 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-06-22 |
Branch Locations
1790 38Th St Ste. 205, Boulder, CO 80301-2600 • United States
1790 38Th St Ste. 205, Boulder, CO 80301-2600 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Welch Financial Planning, Llc | Boulder | CO | 02/2023 | Present |
| Castle Real Estate Group - Powered By Place | Denver | CO | 05/2022 | 01/2023 |
| University Of Arizona | Tucson | AZ | 08/2018 | 05/2022 |
| Student | Scottsdale | AZ | 03/2011 | 08/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-22 |
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