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Katherine Green Deerman

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 2025-04-15
TX RA APPROVED 2025-04-15
  • AL RA
    APPROVED
    Since 2025-04-15
  • TX RA
    APPROVED
    Since 2025-04-15

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
The Welch Group, Llc Birmingham AL 01/2025 Present
The University Of Alabama Tuscaloosa AL 08/2018 05/2021
Briarwood Christian School Birmingham AL 01/2015 05/2017
Vestavia Country Club Birmingham AL 05/2017 08/2018
Orangetheory Fitness Birmingham AL 05/2021 06/2022
Ernst & Young Birmingham AL 07/2022 12/2024
  • 01/2025 → Present
    The Welch Group, Llc
    Birmingham, AL
  • 08/2018 → 05/2021
    The University Of Alabama
    Tuscaloosa, AL
  • 01/2015 → 05/2017
    Briarwood Christian School
    Birmingham, AL
  • 05/2017 → 08/2018
    Vestavia Country Club
    Birmingham, AL
  • 05/2021 → 06/2022
    Orangetheory Fitness
    Birmingham, AL
  • 07/2022 → 12/2024
    Ernst & Young
    Birmingham, AL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-15
  • S65 Uniform Investment Adviser Law Examination
    2025-04-15
Designations
Other Names
  • Katie Green
  • Katherine Harriett Green

View on SEC IAPD

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