Eric Alan Welch

Current Employers

Employment History

• 04/2009 → Present
  Gcg Wealth Management
  Charlotte, NC
• 11/2012 → 03/2019
  Questar Capital Corporation
  Minneapolis, MN
• 11/2012 → 03/2019
  Questar Asset Management
  Minneapolis, MN
• 03/2019 → 01/2024
  Woodbury Financial Services, Inc.
  Charlotte, NC
• 03/2019 → Present
  Woodbury Financial Services, Inc.
  Charlotte, NC
• 01/2024 → Present
  Osaic Wealth, Inc.
  Charlotte, NC

Previous Registrations

• 2019-03-01 → 2024-01-19
  Woodbury Financial Services, Inc.
  Charlotte, NC
• 2012-11-08 → 2019-03-01
  Questar Asset Management, Inc.
  Minneapolis, MN
  Charlotte, NC
• 2009-07-02 → 2012-11-08
  Securian Financial Services, Inc.
  Charlotte, NC

Other Businesses

1. POINT OF GRACE LUTHERAN CHURCH POSITION: President NATURE: Church 501c3 INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 08/30/2020 ADDRESS: 16214 Statesville Rd, Huntersville NC 28078, United States DESCRIPTION: lead bimonthly church trustee meeting; lead quarterly voters meeting; work with trustees regarding church business 2. GCG INSURANCE SERICES, INC. POSITION: Insurance Agent NATURE: Group Insurance, Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2017 ADDRESS: 1415 Vantage Park Dr, Suite 250, Charlotte NC 28203, United States DESCRIPTION: Sell group health insurance, dental, vision, and disability plans. Attending sales appointments for health insurance and group benefits. Calls to prospective health insurance and group benefit clients. 3. GCG WEALTH MANAGEMENT, INC POSITION: Insurance Agent NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 04/01/2009 ADDRESS: 1415 Vantage Park Dr, Suite 250, Charlotte NC 28203, United States DESCRIPTION: Offering long-term care, fixed life, health, and disability insurance. 4. EA FINANCIAL LLC POSITION: President/Owner NATURE: LLC for Financial Services practice INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2026 ADDRESS: 409 Caddy Street, Fort Mill SC 29715, United States DESCRIPTION: This is my LLC for my financial services practice which receives my 1099 income. I pay all of my business expenses through it and compensate myself for managing my practice. I am president/owner of this pass through corporation.

Exams

• S66 Uniform Combined State Law Examination
  2009-06-25