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3940 Montclair Rd Fifth Floor, Birmingham, AL 35213 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2024-09-19 |
| TX | RA | APPROVED | 2024-09-19 |
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 |
|---|---|---|---|---|
| The Welch Group, Llc | Birmingham | AL | 06/2024 | Present |
| Briarwood Christian School | Birmingham | AL | 06/2014 | 05/2019 |
| University Of South Carolina | Columbia | SC | 05/2019 | 05/2023 |
| University Of North Carolina At Charlotte | Charlotte | NC | 05/2023 | 06/2024 |
| Medplex Inc. | Birmingham | AL | 05/2021 | 07/2021 |
| University Of North Carolina At Charlotte | Charlotte | NC | 01/2024 | 06/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-19 |
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