Melinda Michelle Russell

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2021-07-27
MS	RA	APPROVED	2021-03-18
LA	RA	APPROVED	2019-10-30

Branch Locations

1122 22Nd Ave, Meridian, MS 39301 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Lake Charles	LA	05/2019	Present
Homemaker	Collinsville	MS	12/2016	01/2018
Weems Mental Health	Meridian	MS	01/2018	06/2018
Hot Spot	Collinsville	MS	01/2015	12/2016
Homemaker	Little Rock	MS	06/2018	05/2019
Liberty University	Lynchburg	VA	01/2019	03/2019
Mississippi State University	Mississippi State	MS	01/2016	05/2017
Bank Of America, N. A.	Lake Charles	LA	07/2019	Present

05/2019 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Lake Charles, LA
12/2016 → 01/2018

Homemaker

Collinsville, MS
01/2018 → 06/2018

Weems Mental Health

Meridian, MS
01/2015 → 12/2016

Hot Spot

Collinsville, MS
06/2018 → 05/2019

Homemaker

Little Rock, MS
01/2019 → 03/2019

Liberty University

Lynchburg, VA
01/2016 → 05/2017

Mississippi State University

Mississippi State, MS
07/2019 → Present

Bank Of America, N. A.

Lake Charles, LA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-10-21

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