Robert James Allan

Current Employers

Welon Partners

3120 Zelda Court Suite 109, Montgomery, AL 36106 • United States

Current Registrations

Authority	Category	Status	Date
AL	RA	APPROVED	2019-04-18

AL RA
APPROVED

Since 2019-04-18

Branch Locations

3120 Zelda Court Suite 109, Montgomery, AL 36106 • 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

Organization	City	State	From	To
Empirian Health	Montgomert	AL	01/2018	07/2020
Hayek Kallen Investment Management	Fairhope	AL	03/2016	10/2017
Welon Partners	Montgomery	AL	07/2020	Present

01/2018 → 07/2020

Empirian Health

Montgomert, AL
03/2016 → 10/2017

Hayek Kallen Investment Management

Fairhope, AL
07/2020 → Present

Welon Partners

Montgomery, AL

Other Businesses

In 2024, the managing members of Welon Partners founded Welon Consulting, LLC, with the goal of advising small businesses on strategies to help increase profitability and efficiency. Mr. Allan limits his work in this venture to approximately five hours per week.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2017-12-11

S65 Uniform Investment Adviser Law Examination

2017-12-11

Designations

View on SEC IAPD