This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

BRIDGEPORT FINANCIAL SOLUTIONS

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Dec 3, 1997earliest registration or exam on IAPD

Years in industry

28derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S63|S65

First exam

Dec 3, 1997

First registration

Nov 15, 2002

Dual registered

no

Other names

EVAN WELCH

IAPD individual key

2966271

• Occurred

  Dec 31, 2025
  Advisor changed firm

  Evan Peter Welch left Cambridge Investment Research Advisors, Inc. for Bridgeport Financial Solutions (registered 2024-07-03)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:1f1a50e5-8533-61fc-7e7d-03ba8b322d95

First observed

Nov 15, 2002

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.