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Savannah Frickey Montgomery

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 2024-09-20
TX RA APPROVED 2024-09-20
  • AL RA
    APPROVED
    Since 2024-09-20
  • TX RA
    APPROVED
    Since 2024-09-20

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 06/2024 Present
The University Of Alabama Tuscaloosa AL 08/2020 05/2024
Bridgeworth Wealth Management Birmingham AL 05/2023 07/2023
Pivotal Finance Santa Rosa Beach FL 06/2022 07/2022
Shineon Living Seaside FL 05/2021 07/2021
The University Of Alabama Tuscaloosa AL 08/2023 05/2024
The Donoho School Anniston AL 06/2014 05/2020
  • 06/2024 → Present
    The Welch Group, Llc
    Birmingham, AL
  • 08/2020 → 05/2024
    The University Of Alabama
    Tuscaloosa, AL
  • 05/2023 → 07/2023
    Bridgeworth Wealth Management
    Birmingham, AL
  • 06/2022 → 07/2022
    Pivotal Finance
    Santa Rosa Beach, FL
  • 05/2021 → 07/2021
    Shineon Living
    Seaside, FL
  • 08/2023 → 05/2024
    The University Of Alabama
    Tuscaloosa, AL
  • 06/2014 → 05/2020
    The Donoho School
    Anniston, AL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-09-20
  • S65 Uniform Investment Adviser Law Examination
    2024-09-20
Designations
Other Names
  • Haile Savannah Frickey

View on SEC IAPD

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