Renee Jean Welch

Current Employers

Employment History

• 10/2005 → 10/2018
  Unemployed
  Omaha, NE
• 10/2018 → Present
  Lpl Financial, Llc
  Omaha, NE
• 11/2019 → 03/2022
  Silverleaf Advisor Group, Llc
  Omaha, NE
• 03/2022 → Present
  Gladstone Wealth Partners
  Omaha, NE

Previous Registrations

• 2019-10-02 → 2022-03-31
  Silverleaf Advisor Group, Llc
  Omaha, NE

Other Businesses

1. 9/26/2019 - Silverleaf Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 10/25/2018 - 160 Hours Per Month/8 Hours During Securities Trading. 2. 11/11/2019 - Silverleaf Tax & Accounting, Inc. - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Start Date: 11/15/2019 - 20 Hours Per Month/1 Hours During Securities Trading - Tax & Accounting. 3. 1/23/2020 - Welch Wealth Advisors, Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/17/2020 - 160 Hours Per Month/8 Hours During Securities Trading. 4. 04/06/2022 - Gladstone Institutional Advisory - DBA: Gladstone Wealth Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date - 03/31/2022 - 160 Hours Per Month/8 Hours During Securities Trading - I provide investment advisory services through Gladstone Institutional Advisory, an independent investment advisor firm. I started this business activity in 4/2022. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5. 3/2022 - Gladstone Institutional Advisory, LLC - DBA: (Hybrid) Silverleaf Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Adviser Hybrid - 80 hours a month during securities trading. 6. 10/2018 - LPL Financial - broker-dealer registered representative - Investment Related - At Reported Business Location(s) - 80 hours a month during securities trading.

Exams

• S66 Uniform Combined State Law Examination
  2019-08-03
• S63 Uniform Securities Agent State Law Examination
  1994-05-24

Other Names

• Renee Elefsrud