James Francis Welde

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-04-27
PA	RA	APPROVED	2025-11-13

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Unemployed	Havertown	PA	06/2025	09/2025
Villanova University	Villanova	PA	08/2021	05/2025
Tropion Capital Partners	Miami	FL	05/2024	07/2024
Donohue Funeral Home	Upper Darby	PA	06/2021	01/2024
Monsignor Bonnor And Archbishop Prendergast High School	Drexil Hill	PA	09/2017	06/2021
Cardinal John Foley Middle School	Havertown	PA	09/2014	06/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Bala Cynwyd	PA	09/2025	Present
Firstrust Financial Resources - Equitable Advisors	Bala Cynwyd	PA	08/2025	09/2025
Bank Of America, N.A.	Bala Cynwyd	PA	11/2025	Present

06/2025 → 09/2025

Unemployed

Havertown, PA
08/2021 → 05/2025

Villanova University

Villanova, PA
05/2024 → 07/2024

Tropion Capital Partners

Miami, FL
06/2021 → 01/2024

Donohue Funeral Home

Upper Darby, PA
09/2017 → 06/2021

Monsignor Bonnor And Archbishop Prendergast High School

Drexil Hill, PA
09/2014 → 06/2017

Cardinal John Foley Middle School

Havertown, PA
09/2025 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Bala Cynwyd, PA
08/2025 → 09/2025

Firstrust Financial Resources - Equitable Advisors

Bala Cynwyd, PA
11/2025 → Present

Bank Of America, N.A.

Bala Cynwyd, PA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-07-23

Other Firms