Best Investors
Account
Sign in
Best Investors
Account
Sign in
3008 Pump House Rd., Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-12-09 |
| AL | RA | APPROVED | 2008-04-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Meld Financial, Inc. | Birmingham | AL | 01/2007 | Present |
| Triad Advisors, Inc. | Norcross | GA | 01/2007 | 10/2022 |
1) Leadership Vestavia Hills; not investment related; PO Box 660591,Birmingham,AL;community leadership organization; board member;2019;1 hr/month;1 hr during trading; review financials, strategize on annual classes & community activities 2) The Bloomston Firm, not investment-related. 1914 4th Ave. N. Ste. 100, Birmingham, AL 35203, Nature of business: Consultant, Position: Consultant. Start date-1/22/25, 10 hours spent per month; 1-2 hours per month-typically doing all activity outside of trading hours. Duties: Review financial docs and create opinion & report re: longevity reports for Lisa Sherer.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-13 |
Reach out to this advisor