Melanie Shirley Dickinson

Current Employers

Employment History

• 09/2009 → Present
  Pmd Advisory
  Birmingham, AL
• 08/2014 → 04/2025
  Cambridge Investment Research Inc
  Fairfield, IA
• 04/2025 → Present
  United Planners Financial Services
  Scottsdale, AZ
• 09/2009 → Present
  Independent Insurance Agent
  Vestavia, AL
• 11/2011 → Present
  People Make The Difference Dba Pmd Advisory
  Vestavia, AL
• 08/2016 → Present
  People Process Purpose
  Vestavia, AL
• 06/2018 → Present
  Ira Shirley
  Vestavia, AL
• 03/2019 → Present
  Pmd Consulting
  Vestavia, AL

Previous Registrations

• 2010-11-26 → 2011-12-15
  Next Financial Group, Inc.
  Birmingham, AL

Other Businesses

1.) PEOPLE PROCESS PURPOSE - 50% OWNER - CONSULTING SERVICES - HOOVER, AL - SINCE 08/2016 - INVESTMENT RELATED 2.) PMD CONSULTING - OWNER - CONSULTING SERVICES - HOOVER, AL - SINCE 03/2019 - NOT INVESTMENT RELATED 3.) PMD ADVISORY - OWNER - DBA NAME FOR MARKETING PURPOSES ONLY - HOOVER, AL - SINCE 04/2014 - INVESTMENT RELATED 4.) IRA SHIRLEY - 50% OWNER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - HOOVER, AL - SINCE 06/2018 - NOT INVESTMENT RELATED. 5.) PEOPLE MAKE THE DIFFERENCE DBA PMD ADVISORY - OWNER/CCO - REGISTERED INVESTMENT ADVISOR - HOOVER, AL - SINCE 11/2011 - INVESTMENT RELATED 6.) INDEPENDENT INSURANCE AGENT - AGENT - NON-VARIABLE INSURANCE - HOOVER, AL - SINCE 09/2009 - INVESTMENT RELATED

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-11-23
• S63 Uniform Securities Agent State Law Examination
  2008-08-19