Welcome Life Securities, LLC
Firm details
- Headquarters
- Boca Raton, Florida
- CRD number
- 142281
- Registered since
- August 21, 2007
Firm profile
FINTRXOverview
Welcome Life Securities, LLC is organized as a limited liability company and has been registered with the SEC since 2007. FINTRX classifies the firm as "Unclassified." Public records list the owner type as a domestic entity and an individual, but the firm has not supplied detailed descriptions of its business activities, client base, fee schedules, or advisory services. FINTRX flags the firm as not a capital allocator, not an active ESG investor, not a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Daniel Ohman
Vice President, Chief Operating OfficerCRD 2639044
Jared Smith
Chief Finance OfficerCRD 5263162
Contacts
2 of 2
Thomas Bullett
Director of Financial AnalyticsCRD 6935183
John Welcom
Founder & PresidentCRD 5245725
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Boca Raton, FL
Palm Beach
Location
Boca Raton, FL
Headquartered in Boca Raton, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Palm Beach
- Address
- 4755 Technology Way
- Time zone
- ET (UTC-5)
- Office locations
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