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Inactive

Cason Wayne Westmoreland

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
AL RA APPROVED 2025-09-24
TX RA APPROVED 2025-09-24
  • AL RA
    APPROVED
    Since 2025-09-24
  • TX RA
    APPROVED
    Since 2025-09-24

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
Ameriprise Financial Tuscaloosa AL 05/2020 02/2022
Ubs Financial Nashville TN 03/2022 06/2022
The Welch Group, Llc Birmingham AL 09/2025 Present
University Of Alabama Tuscaloosa AL 08/2017 05/2021
Heritage Academy Columbus MS 08/2015 07/2017
Twickenham Advisors Huntsville AL 06/2022 09/2025
  • 05/2020 → 02/2022
    Ameriprise Financial
    Tuscaloosa, AL
  • 03/2022 → 06/2022
    Ubs Financial
    Nashville, TN
  • 09/2025 → Present
    The Welch Group, Llc
    Birmingham, AL
  • 08/2017 → 05/2021
    University Of Alabama
    Tuscaloosa, AL
  • 08/2015 → 07/2017
    Heritage Academy
    Columbus, MS
  • 06/2022 → 09/2025
    Twickenham Advisors
    Huntsville, AL
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-09-20
S66 Uniform Combined State Law Examination 2022-02-25
  • S63 Uniform Securities Agent State Law Examination
    2024-09-20
  • S66 Uniform Combined State Law Examination
    2022-02-25
Designations
Other Names
  • Cason Westmoreland

View on SEC IAPD

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