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Stewart Henry Welch

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
TX RA APPROVED 2010-11-11
AL RA APPROVED 1991-06-28
  • TX RA
    APPROVED
    Since 2010-11-11
  • AL RA
    APPROVED
    Since 1991-06-28

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 06/1998 Present
Welch Investments, Llc(Fka:FEe-Only Planning Professionals, Llc) Birmingham AL 06/1999 01/2018
  • 06/1998 → Present
    The Welch Group, Llc
    Birmingham, AL
  • 06/1999 → 01/2018
    Welch Investments, Llc(Fka:FEe-Only Planning Professionals, Llc)
    Birmingham, AL
Previous Registrations
  • 2006-03-01 → 2018-03-15
    Welch Investments, Llc
    Birmingham, AL
    Birmingham, AL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-03-22
S63 Uniform Securities Agent State Law Examination 1987-09-02
  • S65 Uniform Investment Adviser Law Examination
    1996-03-22
  • S63 Uniform Securities Agent State Law Examination
    1987-09-02
Designations
Other Names
  • Stewart Henry Welch
  • Stewart Henry Welch

View on SEC IAPD

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