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Isabella Wesley Blount

The Welch Group, LLC

Birmingham, AL

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Current Employers
The Welch Group, Llc

3940 Montclair Rd Fifth Floor, Birmingham, AL 35213 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-12-02
AL RA APPROVED 2020-05-29
  • TX RA
    APPROVED
    Since 2021-12-02
  • AL RA
    APPROVED
    Since 2020-05-29

Branch Locations

3940 Montclair Rd Fifth Floor, Birmingham, AL 35213 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Welch Group, Llc Birmingham AL 03/2020 Present
Riveron Greenville AL 10/2019 12/2019
Riveron Arlington VA 07/2018 09/2019
Pricewaterhousecoopers Mclean VA 08/2015 07/2018
  • 03/2020 → Present
    The Welch Group, Llc
    Birmingham, AL
  • 10/2019 → 12/2019
    Riveron
    Greenville, AL
  • 07/2018 → 09/2019
    Riveron
    Arlington, VA
  • 08/2015 → 07/2018
    Pricewaterhousecoopers
    Mclean, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-05-29
  • S65 Uniform Investment Adviser Law Examination
    2020-05-29
Designations
Other Names
  • Isabella Parker Wesley

View on SEC IAPD

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