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Inactive

Sean Alastair Tweedy

The Welch Group, LLC

Birmingham, AL

CRD 7347793

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Employer firm

The Welch Group, LLC CRD 111273

$3.68B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • ADVICE ON MATTERS NOT INVOLVING SECURITIES.

From the firm’s Form ADV. Read the guides:

Current Employers
The Welch Group, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-11-06
AL RA APPROVED 2021-12-16
  • TX RA
    APPROVED
    Since 2022-11-06
  • AL RA
    APPROVED
    Since 2021-12-16

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
Amazon Hattiesburg MS 12/2020 10/2021
University Of Southern Mississippi Hattiesburg MS 08/2016 05/2021
Door Dash Hattiesburg MS 03/2020 05/2021
Randy Price Clothing Company Hattiesburg MS 11/2020 01/2021
Elevation Station Broussard LA 05/2018 08/2018
Valic Financial Advisors, Inc. Hattiesburg MS 07/2021 11/2021
The Welch Group, Llc Birmingham AL 12/2021 Present
Randy Price Clothing Company Hattiesburg MS 11/2019 01/2020
  • 12/2020 → 10/2021
    Amazon
    Hattiesburg, MS
  • 08/2016 → 05/2021
    University Of Southern Mississippi
    Hattiesburg, MS
  • 03/2020 → 05/2021
    Door Dash
    Hattiesburg, MS
  • 11/2020 → 01/2021
    Randy Price Clothing Company
    Hattiesburg, MS
  • 05/2018 → 08/2018
    Elevation Station
    Broussard, LA
  • 07/2021 → 11/2021
    Hattiesburg, MS
  • 12/2021 → Present
    Birmingham, AL
  • 11/2019 → 01/2020
    Randy Price Clothing Company
    Hattiesburg, MS
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-10-15
  • S66 Uniform Combined State Law Examination
    2021-10-15
Designations
  • Certified Financial Planner
Other Names
  • Sean Tweedy

View on SEC IAPD

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