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3940 Montclair Rd Fifth Floor, Birmingham, AL 35213 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-03-31 |
| TX | RA | APPROVED | 2026-03-31 |
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 | 01/2026 | Present |
| Samford University | Homewood | AL | 04/2023 | 12/2025 |
| Metrolina Christian Academy | Indian Trail | NC | 01/2016 | 03/2020 |
| Cloudstation | Birmingham | AL | 10/2025 | 12/2025 |
| Onward Reserve | Mountain Brook | AL | 10/2025 | Present |
| Valoren Smarte Investments | Birmingham | AL | 05/2025 | 08/2025 |
| Samford University | Homewood | AL | 04/2023 | 05/2025 |
| Tom Beckbe | Mountain Brook | AL | 08/2022 | 10/2023 |
| Publix | Inlet Beach | FL | 05/2023 | 07/2023 |
| Dirty Buffalo Grading | Waxhaw | NC | 05/2021 | 08/2022 |
| Harding Plant Nursery | Colorado Springs | CO | 05/2022 | 08/2022 |
| Buffalo Jackson Trading Co | Matthews | NC | 05/2020 | 07/2024 |
| Chick-Fil-A | Indian Trail | NC | 03/2020 | 12/2020 |
Onward Reserve; not investment-related; 390 Rele St, Mountain Brook, AL 35223; clothing store; Retail Associate; started 10/2025; approximately 5 hours per month, none during securities trading hours; assist customers.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-31 |
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