PDF: https://cal-access.sos.ca.gov/PDFGen/pdfgen.prg?filingid=2103701&amendid=1
| filing_id | 2103701 | 2103701 | 2103701 | 2103701 | 2103701 | 2103701 | 2103701 | 2103701 | 2103701 | 2103701 | 2103701 | 2103701 | 2103701 | 2103701 | 2103701 | 2103701 | 2103701 | 2103701 | 2103701 | 2103701 | 2103701 | 2103701 | 2103701 | |||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| amend_id | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | |||||||||||||||||||||||
| line_item | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | |||||||||||||||||||||||
| rec_type | CVR2 | CVR2 | CVR2 | CVR2 | CVR2 | CVR2 | CVR2 | CVR2 | CVR2 | CVR2 | CVR2 | CVR2 | CVR2 | CVR2 | CVR2 | CVR2 | CVR2 | CVR2 | CVR2 | CVR2 | CVR2 | CVR2 | CVR2 | |||||||||||||||||||||||
| form_type | F603 | F603 | F603 | F603 | F603 | F603 | F603 | F603 | F603 | F603 | F603 | F603 | F603 | F603 | F603 | F603 | F603 | F603 | F603 | F603 | F603 | F603 | F603 | |||||||||||||||||||||||
| tran_id | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 1 | 2 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | |||||||||||||||||||||||
| entity_cd | EMP | EMP | EMP | AGY | AGY | AGY | AGY | AGY | AGY | AGY | AGY | AGY | EMP | EMP | AGY | AGY | AGY | AGY | AGY | AGY | AGY | AGY | AGY | |||||||||||||||||||||||
| entity_id | 1340755 | 1335175 | 1352069 | None | None | None | None | None | None | None | None | None | 1340755 | 1335175 | None | None | None | None | None | None | None | None | None | |||||||||||||||||||||||
| enty_naml | Dew | Howe | Thompson | CalPERS | CalPERS Replacement Benefit Fund | CalSTRS | CalSTRS Teachers' Replacement Benefits Program Fund | State Peace Officers and Firefighters' Defined Contribution Plan | Judges' Retirement System I & II | Legislators' Retirement System | University of California Retirement System | University of California Defined Contribution Plan and 403(B) Plan | Dew | Howe | CalPERS | CalPERS Replacement Benefit Fund | CalSTRS | CalSTRS Teachers' Replacement Benefits Program Fund | State Peace Officers and Firefighters' Defined Contribution Plan | Judges' Retirement System I & II | Legislators' Retirement System | University of California Retirement System | University of California Defined Contribution Plan and 403(B) Plan | |||||||||||||||||||||||
| enty_namf | Justin | Cornelius 'Neal' | Vincent | None | None | None | None | None | None | None | None | None | Justin | Cornelius 'Neal' | None | None | None | None | None | None | None | None | None | |||||||||||||||||||||||
| enty_namt | SMD | SMD | MD | None | None | None | None | None | None | None | None | None | SMD | SMD | None | None | None | None | None | None | None | None | None | |||||||||||||||||||||||
| enty_nams | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None | None |
| filing_id | 2103701 | 2103701 | ||
|---|---|---|---|---|
| amend_id | 0 | 1 | ||
| rec_type | CVR | CVR | ||
| form_type | F603 | F603 | ||
| sender_id | 1340754 | 1340754 | ||
| filer_id | 1340754 | 1340754 | ||
| entity_cd | LEM | LEM | ||
| filer_naml | WELTON INVESTMENT PARTNERS LLC | WELTON INVESTMENT PARTNERS LLC | ||
| filer_namf | None | None | ||
| filer_namt | None | None | ||
| filer_nams | None | None | ||
| report_num | 000 | 001 | ||
| rpt_date | 2016-11-02 00:00:00 | 2018-01-30 00:00:00 | ||
| ls_beg_yr | 2017 | 2017 | ||
| ls_end_yr | 2018 | 2018 | ||
| qual_date | None | None | ||
| eff_date | None | None | ||
| bus_city | CARMEL | CARMEL | ||
| bus_st | CA | CA | ||
| bus_zip4 | 939216147 | 939216147 | ||
| bus_phon | 8316265190 | 8316265190 | ||
| bus_fax | 8316265199 | 8316265199 | ||
| bus_email | [email protected] | [email protected] | ||
| mail_city | CARMEL | CARMEL | ||
| mail_st | CA | CA | ||
| mail_zip4 | 939216147 | 939216147 | ||
| mail_phon | None | None | ||
| sig_date | 2016-11-02 00:00:00 | 2018-01-30 00:00:00 | ||
| sig_loc | None | None | ||
| sig_naml | Nowlin | Nowlin | ||
| sig_namf | David | David | ||
| sig_namt | None | None | ||
| sig_nams | None | None | ||
| prn_naml | Nowlin | Nowlin | ||
| prn_namf | David | David | ||
| prn_namt | None | None | ||
| prn_nams | None | None | ||
| sig_title | CCO | CCO | ||
| stmt_firm | None | None | ||
| ind_cb | None | None | ||
| bus_cb | X | X | ||
| trade_cb | None | None | ||
| oth_cb | None | None | ||
| a_b_name | None | None | ||
| a_b_city | None | None | ||
| a_b_st | None | None | ||
| a_b_zip4 | None | None | ||
| descrip_1 | None | None | ||
| descrip_2 | Investment Advisory Services | Investment Advisory Services | ||
| c_less50 | None | None | ||
| c_more50 | None | None | ||
| ind_class | None | None | ||
| ind_descr | None | None | ||
| bus_class | FIN | FIN | ||
| bus_descr | None | None | ||
| auth_name | None | None | ||
| auth_city | None | None | ||
| auth_st | None | None | ||
| auth_zip4 | None | None | ||
| lobby_int | None | None | ||
| influen_yn | None | None | ||
| firm_name | None | None | ||
| newcert_cb | None | None | ||
| rencert_cb | None | None | ||
| complet_dt | None | None | ||
| lby_reg_cb | None | None | ||
| lby_604_cb | None | None | ||
| st_leg_yn | None | None | ||
| st_agency | None | None | ||
| lobby_cb | None | None | ||
| l_firm_cb | None | None |
| filer_id | 1340754 | 1340754 | ||
|---|---|---|---|---|
| filing_id | 2103701 | 2103701 | ||
| period_id | 233 | 228 | ||
| form_id | F603 | F603 | ||
| filing_sequence | 1 | 0 | ||
| filing_date | 2018-01-30 00:00:00 | 2016-11-02 00:00:00 | ||
| stmnt_type | 10002 | 10001 | ||
| stmnt_status | 11001 | 11001 | ||
| session_id | 2017 | 2017 | ||
| user_id | GPEREZ | GPEREZ | ||
| special_audit | 11003 | 11003 | ||
| fine_audit | 11003 | 11003 | ||
| rpt_start | 2018-01-30 00:00:00 | 2016-11-02 00:00:00 | ||
| rpt_end | 2018-01-30 00:00:00 | 2016-11-02 00:00:00 | ||
| rpt_date | None | None | ||
| filing_type | 22006 | 22006 |
| filing_id | 2103701 | |
|---|---|---|
| filing_type | 22001 |
| filing_id | 2103701 | 2103701 | ||
|---|---|---|---|---|
| amend_id | 0 | 1 | ||
| rec_type | HDR | HDR | ||
| ef_type | CAL | CAL | ||
| state_cd | CA | CA | ||
| cal_ver | 2.01 | 2.01 | ||
| soft_name | CAL-ACCESS OBJECT MODEL | CAL-ACCESS OBJECT MODEL | ||
| soft_ver | 1.00 | 1.00 | ||
| hdrcomment | None | None |
| filing_id | 2103701 | |
|---|---|---|
| amend_id | 1 | |
| rec_type | F605 | |
| form_type | F603 | |
| exec_date | 2018-01-30 00:00:00 | |
| from_date | 2017-01-01 00:00:00 | |
| thru_date | 2018-12-31 00:00:00 | |
| add_l_cb | None | |
| add_l_eff | None | |
| a_l_naml | None | |
| a_l_namf | None | |
| a_l_namt | None | |
| a_l_nams | None | |
| del_l_cb | X | |
| del_l_eff | 2017-12-01 00:00:00 | |
| d_l_naml | Thompson | |
| d_l_namf | Vincent | |
| d_l_namt | None | |
| d_l_nams | None | |
| add_le_cb | None | |
| add_le_eff | None | |
| a_le_naml | None | |
| a_le_namf | None | |
| a_le_namt | None | |
| a_le_nams | None | |
| del_le_cb | None | |
| del_le_eff | None | |
| d_le_naml | None | |
| d_le_namf | None | |
| d_le_namt | None | |
| d_le_nams | None | |
| add_lf_cb | None | |
| add_lf_eff | None | |
| a_lf_name | None | |
| del_lf_cb | None | |
| del_lf_eff | None | |
| d_lf_name | None | |
| other_cb | None | |
| other_eff | None | |
| other_desc | None | |
| f606_yes | None | |
| f606_no | X |