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RIA / WealthAdvisordual registered (broker-dealer)18 years in industry

Donavan James Welch

Advisor at EDWARD JONES

SPOKANE, WA

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Search this name across graphsid dfx:ria:a5f256bd-48d3-669e-4663-2aa73ce3a275

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Sep 24, 2008 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: EDWARD JONES
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: Sep 12, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Sep 12, 2008
First registration: Sep 24, 2008
Dual registered: yes, broker-dealer
Other names: DONEWAN J WELCH|DONAVAN J WELCH
IAPD individual key: 5563102

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
EDWARD JONES	National bd RIA	Oct 20, 2017	n/a	yes	SPOKANE, WA	Current employment
CUSO FINANCIAL SERVICES, L.P.	Former SEC adviser	Dec 8, 2015	Sep 13, 2017	no	Coeur D Alene, ID\|Spokane Valley, WA\|Spokane, WA\|PORTLAND, OR\|Spokane, WA	Previous registration
VALIC FINANCIAL ADVISORS, INC.	Bd affiliated wealth	Jan 3, 2012	Dec 10, 2015	no	SPOKANE, WA\|SPOKANE, WA\|NEWPORT, WA\|PONDERAY, ID\|SPOKANE, WA\|MISSOULA, MT\|SPOKANE, WA	Previous registration
EDWARD JONES	National bd RIA	Sep 24, 2008	Dec 31, 2011	no	ST LOUIS, MO\|MEAD, WA\|Spokane, WA	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
CUSO FINANCIAL SERVICES, L.P.	EDWARD JONES	Sep 13, 2017	Oct 20, 2017	37	Firm change	Other
VALIC FINANCIAL ADVISORS, INC.	CUSO FINANCIAL SERVICES, L.P.	Dec 10, 2015	Dec 8, 2015	-2	Firm change	Other
EDWARD JONES	VALIC FINANCIAL ADVISORS, INC.	Dec 31, 2011	Jan 3, 2012	3	Firm change	Other

Relationships

Registered with (3)

→ EDWARD JONESRegistered adviserregistration: previous registration
Sep 24, 2008 to Dec 31, 2011factForm ADV
→ CUSO FINANCIAL SERVICES, L.P.Registered adviserregistration: previous registration
Dec 8, 2015 to Sep 13, 2017factForm ADV
→ VALIC FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Jan 3, 2012 to Dec 10, 2015factForm ADV

Dated events

No dated event names this entity yet.