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3940 Montclair Rd Fifth Floor, Birmingham, AL 35213 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2026-07-23 |
| TX | RA | APPROVED | 2023-10-13 |
| AL | RA | APPROVED | 2022-09-19 |
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 | 05/2022 | Present |
| Liberty Christian School | Keller | TX | 02/2016 | 05/2018 |
| University Of Alabama | Tuscalossa | AL | 08/2018 | 05/2022 |
| Steel City Pops | Southlake | TX | 01/2017 | 10/2017 |
| T.D. Ameritrade | Westlake | TX | 05/2020 | 09/2020 |
| The Welch Group, Llc | Birmingham | AL | 01/2022 | 04/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-19 |
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