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Templeton, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-20 |
| TX | RA | APPROVED_RES | 2020-12-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brokersxpress, Llc | Chicago | IL | 01/2007 | 07/2017 |
| Jeffery C. Welch And Associates | Springville | CA | 01/2007 | Present |
| Jcwa Through Td Ameritrade Institutional | Templeton | CA | 07/2012 | Present |
Insurance CA license Oa33526 - Annuity and Life Insurance sales. Independent contractor with several life insurance companies. Began in 1990. About 10 hours/month. The address is my office address, 1737 Via Rojas, Templeton, CA 93465
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-02-05 |
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