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3940 Montclair Rd Fifth Floor, Birmingham, AL 35213 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2024-05-16 |
| TX | RA | APPROVED | 2024-05-16 |
Branch Locations
3940 Montclair Rd Fifth Floor, Birmingham, AL 35213 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Welch Group, Llc | Birmingham | AL | 01/2024 | Present |
| Bryant Bank | Birmingham | AL | 12/2015 | 12/2023 |
Crimson Tide Sports Network; not investment-related; 920 Paul W Bryant Dr, Tuscaloosa, AL 35401; radio and television network; Sideline Reporter; started 08/2025; approximately 15 hours per month, none during securities trading hours; cover the University of Alabama football.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 2012-10-15 |
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