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Inactive

Josh Owen Welch

Welch Investment Group, LLC

Grants Pass, OR

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Current Employers
Welch Investment Group, Llc

313 Nw "A" Street, Grants Pass, OR 97526 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-12-13
TX RA APPROVED_RES 2023-12-12
OR RA APPROVED 2010-04-05
  • CA RA
    APPROVED
    Since 2023-12-13
  • TX RA
    APPROVED_RES
    Since 2023-12-12
  • OR RA
    APPROVED
    Since 2010-04-05

Branch Locations

313 Nw "A" Street, Grants Pass, OR 97526 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Welch Investment Group, Llc Grants Pass OR 04/2010 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-01-29
  • S65 Uniform Investment Adviser Law Examination
    2009-01-29
Other Names
  • Joshua Welch
  • Joshua O Welch

View on SEC IAPD

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Other Offices

KINGSVIEW WEALTH MANAGEMENT, LLC · GRANTS PASS, OR
LPL FINANCIAL LLC · GRANTS PASS, OR
LPL FINANCIAL LLC · GRANTS PASS, OR
STATE FARM INVESTMENT MANAGEMENT CORP. · Grants Pass, OR
WELLS FARGO CLEARING SERVICES, LLC · GRANTS PASS, OR
EDWARD JONES · GRANTS PASS, OR
STATE FARM INVESTMENT MANAGEMENT CORP. · Grants Pass, OR
EDWARD JONES · GRANTS PASS, OR

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