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3008 Pump House Rd., Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-12-09 |
| AL | RA | APPROVED | 2020-06-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities | Birmingham | AL | 10/2014 | 10/2018 |
| Mml Investors Services, Llc | Birmingham | AL | 03/2017 | 10/2018 |
| Triad Advisors | Norcross | GA | 11/2018 | 10/2022 |
| Meld Financial, Inc. | Birmingham | AL | 11/2018 | Present |
1) Non-Practicing Attorney; Not investment related; 256 Rowntree Path Helena, AL 35080; Legal; Attorney at Law; 11/01/2014; 1-2 hrs per week; Give basic legal advice to clients for non-compensation.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-10-27 |
| S63 | Uniform Securities Agent State Law Examination | 2014-11-11 |
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