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400 Pettigru St, Greenville, SC 29601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2019-01-18 |
| SC | RA | APPROVED | 2018-12-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Founders Financial Securities, Llc | Towson | MD | 11/2009 | 12/2018 |
| Welch Benefit Group, Inc. | Greenville | SC | 04/2005 | Present |
| Match Grade Advisors, Llc | Greenville | SC | 12/2018 | Present |
(1) WELCH PROPERTIES LLC - MANAGING MEMBER; STARTED 8/1/2001 - 5 HRS/MO. (2) Welch Benefit Group (DBA); Owner; Investment related; Corporate Benefits & Financial Planning & Insurance products; 01/2008; 160 hours per month (3) 3WR, LLC; Managing member; not investment related; manage, develop, sell, rent, lease property; 01/2015; 2 hours per month (2) Lewis Village Homeowner Association; not investment related; 100 Lewis Dr Greenville, SC 29605; Real Estate Property Mgt; Board Member; not compensated; 3 hours per month, 2 hours during trading hours. 3) Crescent Ventures; not investment related; 821 Crescent Ave, Greenville SC; Real Estate Developer; Equity Partner; compensated; 1 hour per month, none during trading hours; Investor in real estate development project
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 2002-02-25 |
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