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Cecily Viola Mary Welch

Welch Financial Investments, LLC

Atlanta, GA

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Current Employers
Welch Financial Investments, Llc

201 Joseph E. Lowery Blvd. Nw, Atlanta, GA 30314 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2013-12-03
  • GA RA
    APPROVED
    Since 2013-12-03

Branch Locations

201 Joseph E. Lowery Blvd. Nw, Atlanta, GA 30314 • 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
Welch Financial Investments, Llc Atlanta GA 06/2010 Present
Welch Financial Advisors, Llc Atlanta GA 06/2013 Present
Other Businesses

WELCH FINANCIAL ADVISORS; NOT INVESTMENT-RELATED; ATLANTA, GA; CPA FIRM; OWNER; 2013.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-05-07
  • S65 Uniform Investment Adviser Law Examination
    2010-05-07
Designations
Other Names
  • Cecily Viola Mary Nash

View on SEC IAPD

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RBC CAPITAL MARKETS, LLC · Atlanta, GA
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