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3008 Pump House Rd., Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2022-09-19 |
| AL | RA | APPROVED | 2022-08-31 |
Branch Locations
3008 Pump House Rd., Birmingham, AL 35243 • United States
800 Brookstone Centre Parkway, Columbus, GA 31904 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Columbus | GA | 10/2020 | 06/2022 |
| Wealth Intelligence, Llc | Columbus | GA | 01/2020 | 06/2022 |
| Raymond James Financial Services Advisors, Inc. | Columbus | GA | 09/2021 | 06/2022 |
| Meld Financial, Inc. | Birmingham | AL | 08/2022 | Present |
| Raymond James Financial Services, Inc. | Columbus | GA | 05/2009 | 09/2021 |
| Brookstone Wealth Management, Llc | Columbus | GA | 08/2022 | Present |
1. Columbus Alliance for Battered Women DBA Hope Harbour, PO Box 4182, Columbus, GA 31914-0182. Not Investment-related. Nature of Business: Local nonprofit organization. Title: Auxiliary board member, Start date: 1/1/2026, 1% of time spent during securities trading hours. Duties: Vol aux board member, attend meetings, assist with fundraising/events, no authority over investments or finances.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-09 |
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