| Name: | Welch Investments, LLC |
| Jurisdiction: | Alabama |
| Legal type: | Domestic Limited Liability Company |
| Status: | Merged |
| Date of registration: | 17 Jun 1999 (25 years ago) |
| Entity Number: | 000-664-933 |
| Register Number: | 000664933 |
| Historical Names: |
Confidential Fee-Only Financial Advisors, LLC
Vision Fee-Only Financial Advisors, LLC Fee-Only Planning Professionals, LLC |
| County: | Jefferson |
| Place of Formation: | Jefferson County |
| Registered Office Street Address: | 3940 MONTCLAIR RD STE 406BIRMINGHAM, AL 35213 |
| Registered Office Street Address ZIP Code: | 35213 |
Activities
PROVIDE FINANCIAL ADVISORY SERVICES
| CIK number | Mailing Address | Business Address | Phone | |||||||||||||||||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1697444 | 3940 MONTCLAIR ROAD, SUITE 501, BIRMINGHAM, AL, 35213 | 3940 MONTCLAIR ROAD, SUITE 501, BIRMINGHAM, AL, 35213 | 205-871-5805 | |||||||||||||||||||||||||||||||||||||||||||||||||||
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| Form type | 13F-HR |
| File number | 028-17675 |
| Filing date | 2018-01-30 |
| Reporting date | 2017-12-31 |
| File | View File |
Filings since 2017-11-07
| Form type | 13F-HR |
| File number | 028-17675 |
| Filing date | 2017-11-07 |
| Reporting date | 2017-09-30 |
| File | View File |
Filings since 2017-07-28
| Form type | 13F-HR |
| File number | 028-17675 |
| Filing date | 2017-07-28 |
| Reporting date | 2017-06-30 |
| File | View File |
Filings since 2017-05-01
| Form type | 13F-HR |
| File number | 028-17675 |
| Filing date | 2017-05-01 |
| Reporting date | 2017-03-31 |
| File | View File |
Filings since 2017-02-10
| Form type | 13F-HR |
| File number | 028-17675 |
| Filing date | 2017-02-10 |
| Reporting date | 2016-12-31 |
| File | View File |
| Name | Role | Address |
|---|---|---|
| WELCH, STEWART H III | Agent | 3940 MONTCLAIR ROADBIRMINGHAM, AL 35213 |
| Name | Role | Address |
|---|---|---|
| WELCH, STEWART H III | Member | 3940 MONTCLAIR ROADBIRMINGHAM, AL 35213 |
| ROBINSON, SHERI E | Member | No data |
| Event Date | Event Type | Old Value | New Value |
|---|---|---|---|
| 2016-05-19 | Name Change | Fee-Only Planning Professionals, LLC | Welch Investments, LLC |
| 1999-10-12 | Name Change | Vision Fee-Only Financial Advisors, LLC | Fee-Only Planning Professionals, LLC |
| 1999-08-16 | Name Change | Confidential Fee-Only Financial Advisors, LLC | Vision Fee-Only Financial Advisors, LLC |
Date of last update: 15 Aug 2024
Sources: Alabama Secretary of State
