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

SARASOTA CAPITAL STRATEGIES,INC.

Current firm class

former SEC adviserderived

Book size

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

Industry start

Jun 8, 1999earliest registration or exam on IAPD

Years in industry

27derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner|Chartered Financial Consultant

Exams

S66

First exam

Jun 8, 1999

First registration

May 10, 2000

Dual registered

no

Other names

ANTHONY WARREN SR WELCH|TONY WELCH

IAPD individual key

2173192

Graph

RIA / Wealth Management

Canonical id

dfx:ria:4bb17a33-43bb-bbc6-24f7-af3d5ee81110

First observed

May 10, 2000

Last observed

Sep 14, 2026 5 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.