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 appears in FINTRX as an SEC-registered entity since 2007. The firm is listed under an "Unclassified" category and is owned by a combination of a domestic entity and an individual. FINTRX characterizes the firm neither as a capital allocator nor as a related adviser. The record indicates several regulatory and service attributes: the firm is not identified as an active ESG investor, is not a multistate adviser, is not newly formed, and does not act as a pension consultant. FINTRX does not supply details on the firm's business activities, advisory services, client segments, or fee arrangements.
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 2DANIEL OHMAN
Vice President, Chief Operating OfficerCRD 2639044
JARED SMITH
Chief Finance OfficerCRD 5263162
Contacts
2 of 2Thomas 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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