Robert Stanley Welsby

Current Employers

Employment History

• 08/2016 → 05/2020
  Usaa Financial Planning Services
  Tampa, FL
• 08/2016 → 05/2020
  Usaa Financial Advisors, Inc.
  Tampa, FL
• 07/2016 → Present
  5Th Dimension Dance Center, Llc
  Valrico, FL
• 01/2019 → 05/2020
  Usaa Investment Management Company
  Tampa, FL
• 05/2020 → 02/2021
  Charles Schwab & Co., Inc.
  Tampa, FL
• 02/2021 → Present
  Raymond James & Associates Inc
  St. Petersburg, FL
• 04/2021 → Present
  Raymond James Financial Services, Inc.
  St. Petersburg, FL
• 04/2021 → Present
  Raymond James Financial Services Advisors, Inc.
  St. Petersburg, FL

Previous Registrations

• 2020-05-29 → 2021-03-08
  Charles Schwab & Co., Inc.
  Temple Terrace, FL
• 2019-03-19 → 2020-05-23
  Usaa Investment Services Company
  Tampa, FL

Other Businesses

Name of Business: 5th Dimension Dance Center, LLC Address: 4405 Maren Trace Ln, Valrico, FL, 33596, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 06/20/2016 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am a part-owner (20%) and assist with functions such as bookkeeping (QuickBooks), entering Payroll (through SunTrust), and helping with scheduling events (i.e. - recital) and random other assistance our dance director may need. I am usually only in the studio once or twice a week usually to drop off waters, TP, paper towels, etc. and spend anywhere between 1-2 hours per week on these responsibilities.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-01-19
• S63 Uniform Securities Agent State Law Examination
  2016-10-11

Other Names

• Robert S Welsby
• Bobby Welsby
• Bobby Welsby