John E Welch

Current Employers

Employment History

• 02/2020 → 09/2020
  Orion Portfolio Solutions, Llc
  Omaha, NE
• 03/2013 → 12/2019
  Northern Lights Distributors, Llc
  Omaha, NE
• 11/2020 → Present
  Apex Financial Partners, Llc
  Marshfield, MA
• 11/2023 → Present
  Lpl Financial Llc
  Marshfield, MA
• 12/2023 → Present
  Flagship Harbor Advisors, Llc
  Boston, MA
• 01/2015 → 12/2019
  Cls Investments, Llc
  Omaha, NE

Previous Registrations

• 2021-02-22 → 2023-12-08
  Apex Financial Partners, Llc
  Marshfield, MA
• 2020-02-12 → 2020-09-16
  Orion Portfolio Solutions, Llc
  Scituate, MA
  Omaha, NE
• 2015-01-08 → 2019-12-31
  Orion Portfolio Solutions, Llc
  Scituate, MA
  Omaha, NE
  Scituate, MA
• 2014-01-23 → 2014-12-31
  Orion Portfolio Solutions, Llc
  Omaha, NE

Other Businesses

1) 11/2023 - Real Estate Rental / Co-Owner / Real Estate Rental / 04605, ME / Start date 11/06/2023 / 1 Hrs per month - 1% Time Spent 2) 11/2023 - Flagship Harbor Advisors, LLC / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s)160 Hrs per month / 100% Time Spent 3) 12/19/2023 - Flagship Harbor Advisors - Registered Investment Advisor - Advisor - Investment Related - At Reported Business Location(s) - Start Date 11/06/2023 - 160 Hours Per Month/ 8 Hours During Trading - I provide investment advisory services through Flagship Harbor Advisors, an independent investment advisor firm. I started this business activity in 12/2023. I expect to spend approximately 160hours 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.

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-11-07
• S65 Uniform Investment Adviser Law Examination
  2014-01-13

Other Names

• John Welch
• John E Welch
• John Elmer Welch