Patrick Sullivan Welsh

Employer firm

Trinity Financial Advisors LLC CRD 133191

$670M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Trinity Financial Advisors Llc

760 Communications Parkway Suite 200, Columbus, OH 43214 • United States

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2026-03-17

OH RA
APPROVED

Since 2026-03-17

Branch Locations

Columbus, OH • United States

760 Communications Parkway Suite 200, Columbus, OH 43214 • 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

Organization	City	State	From	To
Trinity Financial Advisors Llc	Columbus	OH	12/2025	Present
Saint Paul's Outreach	Columbus	OH	05/2014	10/2021
Genesis Healthcare System	Zanesville	OH	06/2021	10/2021
Netjets	Columbus	OH	10/2021	05/2023
Insight Global	Columbus	OH	05/2023	09/2023
Netjets	Columbus	OH	09/2023	12/2025

12/2025 → Present

Trinity Financial Advisors Llc

Columbus, OH
05/2014 → 10/2021

Saint Paul's Outreach

Columbus, OH
06/2021 → 10/2021

Genesis Healthcare System

Zanesville, OH
10/2021 → 05/2023

Netjets

Columbus, OH
05/2023 → 09/2023

Insight Global

Columbus, OH
09/2023 → 12/2025

Netjets

Columbus, OH

Other Businesses

Welsh Business Consulting LLC; not investment-related; 3737 Easton Market, Suite 1342, Columbus, OH 43219; Bakery; Partner; started: 06/2021; approximately 4 hours per month, zero hours during securities trading hours; accounting, taxes, and manage distributor relationships.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-03-02

S65 Uniform Investment Adviser Law Examination

2026-03-02

View on SEC IAPD