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3940 Montclair Rd Fifth Floor, Birmingham, AL 35213 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-11-19 |
| TX | RA | APPROVED | 2025-11-19 |
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 |
|---|---|---|---|---|
| Bcr Wealth Strategies | Vestavia | AL | 06/2024 | Present |
| Bcr Wealth Strategies | Vestavia | AL | 06/2023 | 11/2023 |
| Birmingham-Southern College | Birmingham | AL | 08/2019 | 05/2024 |
| Bcbs Of Alabama | Hoover | AL | 06/2022 | 08/2022 |
| Greystone Country Club | Hoover | AL | 06/2021 | 08/2021 |
| Greystone Country Club | Hoover | AL | 06/2019 | 08/2019 |
| Oak Mountain High School | Indian Springs | AL | 11/2015 | 05/2019 |
| The Welch Group, Llc | Birmingham | AL | 11/2025 | Present |
| Bcr Wealth Strategies | Vestavia | AL | 06/2024 | 10/2025 |
| Hoover Met Complex | Hoover | AL | 08/2019 | 12/2021 |
| Chicken Salad Chick | Hoover | AL | 06/2018 | 12/2018 |
33s Baseball Club; not investment-related; Birmingham AL; Sports; Coach; started 05/25; approximately 40 hours a month for May and June, zero hours during securities trading hours; coach baseball.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-27 |
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