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30400 Detroit Road Suite 201, Westlake, OH 44145 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2020-06-10 |
| PA | RA | APPROVED | 2012-01-19 |
Branch Locations
330 Kennett Pike Suite 201, Chadds Ford, PA 19317 • United States
30400 Detroit Road Suite 201, Westlake, OH 44145 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Cp Welde Group | Chadds Ford | PA | 06/1984 | Present |
| Prosperity Capital Advisors | Chadds Ford | PA | 12/2011 | Present |
(1) Fixed Insurance: Charles Welde is a licensed insurance agent conducting business from his registered location. In this capacity, he may offer fixed insurance products including but not limited to life insurance, annuities, disability insurance, long term care insurance and Medicare supplements and receives normal and customary commissions as a result of any sales. In addition, he may receive other compensation such as fixed life trails. Charles Welde spends approx. 10 hrs/week during trading hours on this activity. (2) Charles Welde is the Owner of CP Welde Group which is the operating entity for Mr. Welde's advisory and insurance business and the dba he uses to promote his advisory activities. Mr. Welde spends approximately forty hours per week during trading hours working under this entity. (3) Charles Welde is a General Partner with Castle Rock Life Settlements Fund. Mr. Welde no longer solicits life settlements but is General Partner for the life settlements that Castle Rock has.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-01-06 |
| S63 | Uniform Securities Agent State Law Examination | 1994-12-23 |
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