Best Investors Account Sign in
Inactive

Garrett Welsh

Allegiance Financial Group

Vienna, VA

Claim This Profile
Current Employers
Allegiance Financial Group

374 Maple Avenue East Suite 204, Vienna, VA 22180 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2026-06-03
  • VA RA
    APPROVED
    Since 2026-06-03

Branch Locations

374 Maple Avenue East Suite 204, Vienna, VA 22180 • 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
Allegiance Financial Group Advisory Services, Llc Vienna VA 08/2025 Present
Hunt Valley Country Club Phoenix MD 04/2020 08/2024
Unemployed Phoenix MD 09/2024 07/2025
Unemployed Phoenix MD 04/2016 03/2020
  • 08/2025 → Present
    Allegiance Financial Group Advisory Services, Llc
    Vienna, VA
  • 04/2020 → 08/2024
    Hunt Valley Country Club
    Phoenix, MD
  • 09/2024 → 07/2025
    Unemployed
    Phoenix, MD
  • 04/2016 → 03/2020
    Unemployed
    Phoenix, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-02
  • S65 Uniform Investment Adviser Law Examination
    2026-04-02

View on SEC IAPD

Other Firms

OSAIC WEALTH, INC.
CAPITOL PRIVATE WEALTH GROUP LLC
AMERIPRISE FINANCIAL SERVICES, LLC
PNC WEALTH MANAGEMENT LLC
RETIREMENT RESEARCHER, LLC
MCLEAN ASSET MANAGEMENT CORP.
KIRK CAPITAL ADVISORS LLC
ATEGRA CAPITAL MANAGEMENT, LLC

Other Investors

MARY ELIZABETH ELLISON
ROBERT BURTON LANK
AMIR EYAL
DANIEL JOHN WARD
Hunter John Leed
BENJAMIN PRUITT MELTON
PETER REISNER SHARPE
STEPHEN FRANKLIN STEWART

Other Offices

OSAIC WEALTH, INC. · VIENNA, VA
CAPITOL PRIVATE WEALTH GROUP LLC · VIENNA, VA
AMERIPRISE FINANCIAL SERVICES, LLC · VIENNA, VA
PNC WEALTH MANAGEMENT LLC · VIENNA, VA
RETIREMENT RESEARCHER, LLC · TYSONS, VA
MCLEAN ASSET MANAGEMENT CORP. · TYSONS, VA
KIRK CAPITAL ADVISORS LLC · VIENNA, VA
ATEGRA CAPITAL MANAGEMENT, LLC · VIENNA, VA

More in Vienna, VA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor