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Dylan Zachary Welsh

Girard Advisory Services, LLC

King Of Prussa, PA

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Current Employers
Girard Advisory Services, Llc

555 Croton Road Suite 210, King Of Prussia, PA 19406 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2023-02-23
  • PA RA
    APPROVED
    Since 2023-02-23

Branch Locations

555 Croton Road, Suite 210, King Of Prussa, PA 19406 • 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
Girard Advisory Services, Llc King Of Prussia PA 09/2022 Present
Emoney Advisor Radnor PA 10/2020 09/2022
Unemployed West Chester PA 07/2020 10/2020
Univest Bank & Trust Co. Souderton PA 07/2019 07/2020
Td Bank Malvern PA 04/2018 07/2019
West Chester University West Chester PA 08/2016 07/2020
  • 09/2022 → Present
    Girard Advisory Services, Llc
    King Of Prussia, PA
  • 10/2020 → 09/2022
    Emoney Advisor
    Radnor, PA
  • 07/2020 → 10/2020
    Unemployed
    West Chester, PA
  • 07/2019 → 07/2020
    Univest Bank & Trust Co.
    Souderton, PA
  • 04/2018 → 07/2019
    Td Bank
    Malvern, PA
  • 08/2016 → 07/2020
    West Chester University
    West Chester, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-02-23
  • S65 Uniform Investment Adviser Law Examination
    2023-02-23

View on SEC IAPD

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Other Investors

CHRISTOPHER MARTIN BRISCOE
MICHAEL JOSEPH LITZ
Angela Brooke Yang
JENNIFER LYNN STRAWSER
TIMOTHY SCOTT CHUBB
JAMES NICHOLAS COLAO
Pawel Adam Durka
RENEE J. BOWEN

Other Offices

GIRARD ADVISORY SERVICES, LLC · KING OF PRUSSIA, PA
GIRARD ADVISORY SERVICES, LLC · King of Prussia, PA
PFS INVESTMENTS INC. · KING OF PRUSSIA, PA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · KING OF PRUSSIA, PA
STRATEGIC ADVISERS LLC · KING OF PRUSSIA, PA
NORTHPORT INVESTMENT MANAGEMENT, LLC · RADNOR, PA
AVC FUND MANAGEMENT, LLC · RADNOR, PA
STEVENS CAPITAL MANAGEMENT LP · RADNOR, PA

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