William Russell Welch

Employer firm

William Russell Welch CRD 114036

Reported services (Item 5G)

• PROMOTER-ONLY BUSINESS MODEL

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1987 → Present
  William R. Welch, Cpa
  Houston, TX
• 06/2001 → Present
  William Russell Welch
  Houston, TX

Other Businesses

William R. Welch, CPA; not investment-related; 24 Greenway Plaza, Ste 970, Houston, 77046; CPA firm; owner; 1/1987; 100% of time worked during trading hours; tax, financial statement prep, and consulting

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-03-16
• S66 Uniform Combined State Law Examination
  1999-02-10

Other Names

• Bill Welch