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RIA / WealthAdvisordual registered (broker-dealer)25 years in industry

DONALD ALAN WELSH

Advisor at AMERIPRISE FINANCIAL SERVICES, LLC

ORLANDO, FL

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Search this name across graphsid dfx:ria:55186b27-d325-d7dd-6a82-3eeea4e7504d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:21 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Nov 20, 2000 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: AMERIPRISE FINANCIAL SERVICES, LLC
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 20, 2000earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Nov 22, 2000
First registration: Nov 20, 2000
Dual registered: yes, broker-dealer
Other names: DONALD ALAN WELSH|DONALD A WELSH|DONALD WELSH|DON ALAN WELSH|DON A WELSH|DON WELSH
IAPD individual key: 4279383

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Apr 27, 2026	n/a	yes	ORLANDO, FL	Current employment
WELLS FARGO ADVISORS	Wirehouse	Aug 27, 2020	Apr 29, 2026	no	ALTAMONTE SPRINGS, FL\|ORLANDO, FL\|OCOEE, FL\|ALTAMONTE SPRINGS, FL\|WINTER PARK, FL	Previous registration
TRUIST ADVISORY SERVICES, INC.	Bd affiliated wealth	Aug 16, 2016	Aug 31, 2020	no	LAKE MARY, FL\|DAVENPORT, FL\|WINDERMERE, FL\|WINTER GARDEN, FL	Previous registration
SUNTRUST INVESTMENT SERVICES, INC.	Former SEC adviser	Jan 30, 2012	Dec 31, 2016	no	LONGWOOD, FL\|LAKE MARY, FL\|ALTAMONTE SPRINGS, FL\|ALTAMONTE SPRINGS, FL\|APOPKA, FL\|WINDERMERE, FL\|DAVENPORT, FL\|WINDERMERE, FL\|WINTER GARDEN, FL	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Nov 16, 2005	Jan 23, 2012	no	LEESBURG, FL\|APOPKA, FL\|MOUNT DORA, FL\|ORLANDO, FL\|ORLANDO, FL\|MOUNT DORA, FL\|LEESBURG, FL	Previous registration
MORGAN STANLEY DW INC.	n/a	Nov 20, 2000	Oct 10, 2005	no	OCALA, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WELLS FARGO ADVISORS	AMERIPRISE FINANCIAL SERVICES, LLC	Apr 29, 2026	Apr 27, 2026	-2	Firm change	Wirehouse to ibd
TRUIST ADVISORY SERVICES, INC.	WELLS FARGO ADVISORS	Aug 31, 2020	Aug 27, 2020	-4	Firm change	Ibd to wirehouse
SUNTRUST INVESTMENT SERVICES, INC.	TRUIST ADVISORY SERVICES, INC.	Dec 31, 2016	Aug 16, 2016	-137	Bulk transfer	Other
WELLS FARGO ADVISORS	SUNTRUST INVESTMENT SERVICES, INC.	Jan 23, 2012	Jan 30, 2012	7	Firm change	Other
MORGAN STANLEY DW INC.	WELLS FARGO ADVISORS	Oct 10, 2005	Nov 16, 2005	37	Firm change	Other

Relationships

Registered with (5)

→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: current employment
Apr 27, 2026 to presentfactForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Aug 27, 2020 to Apr 29, 2026factForm ADV
→ TRUIST ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
Aug 16, 2016 to Aug 31, 2020factForm ADV
→ SUNTRUST INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Jan 30, 2012 to Dec 31, 2016factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
Nov 20, 2000 to Oct 10, 2005factForm ADV

Dated events

Occurred
Apr 29, 2026
Advisor changed firm
Donald Alan Welsh left Wells Fargo Advisors for Ameriprise Financial Services, Llc (registered 2026-04-27)
Form ADVobserved 4 days ago