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7101 Wisconsin Avenue, Suite 1202, Bethesda, MD 20814 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-02-14 |
Branch Locations
7101 Wisconsin Avenue, Suite 1202, Bethesda, MD 20814 • United States
120 Washington St, Watertown, NY 13601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Weldon And Weldon Coaching, Inc. | Watertown | NY | 05/2020 | Present |
| Weldon And Weldon Coaching, Inc. | Watertown | NY | 03/2020 | Present |
| Jeffry Weldon Sole Proprietor Insurance Agent | Watertown | NY | 06/1991 | Present |
| Cj Weldon Properties | Watertown | NY | 08/1987 | Present |
| Bull Harbor Capital | Bethesda | MD | 02/2024 | Present |
Jeffry Weldon Sole Proprietor Insurance Agent; Executive Assistant; Watertown, NY; Administrative work; Investment related; 160 hours per month spent; 160 hours per month spent during trading hours; started 06/1991. CJ Weldon properties Apartment rental Start: 08/03/1987 Address: - 929 Ives Street Watertown NY 13601 Hrs per month - Tot/Bus: 2/1 non-investment related. Patient & Family Advocacy - Walker Cancer Center Council Member Start: 1/24 Address: 830 Washington St, Watertown, NY 13601 Hrs per month - Tot/Bus: 5 non-investment Flower Memorial Library; Watertown, NY; Non-investment-related; Board Member; 5 hours per month spent; 0 hours during trading hours spent; Started 09/2009.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-11-30 |
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