Joshua Welch is a registered investment advisor, based in Greenville, SC, with 24 years of industry experience.
Location
3841 Pelham Road, Greenville, SC, 29615
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Regulatory History (1)
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Customer Dispute
September 2012Denied
Employment History
Current Registrations
Truist Investment Services, INC.
February 2021 - Present · 5 yrs 3 mos
Truist Advisory Services, INC.
February 2021 - Present · 5 yrs 3 mos
Truist Investment Services, INC.Broker
February 2021 - Present · 5 yrs 3 mos
Previous Registrations
Bb&t Securities, LLC
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Securities, LLCBroker
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Investment Services, INC.
June 2007 - January 2018 · 10 yrs 7 mos
Bb&t Investment Services, INC.Broker
November 2006 - January 2018 · 11 yrs 2 mos
CUNA Brokerage Services, INC.Broker
January 2004 - March 2005 · 1 yr 2 mos
United Securities Alliance, INC.Broker
June 2003 - December 2003 · 6 mos
Wachovia Securities, INC.Broker
June 2002 - April 2003 · 10 mos
Wachovia Securities, INC.Broker
February 2000 - June 2002 · 2 yrs 4 mos
Wachovia Brokerage ServiceBroker
October 1999 - February 2000 · 4 mos
State Registrations21 states
FLGAILKYMDMEMIMONCNHNJNYOHPARISCTNTXVAVTWV
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.