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3008 Pump House Rd., Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-11-02 |
| AL | RA | APPROVED | 2014-03-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triad Advisors, Inc. | Norcross | GA | 03/2014 | 10/2022 |
| Meld Financial, Inc. | Birmingham | AL | 03/2014 | Present |
Alabama PCA; not investment related; automobile club; driving chair;1/2017;4 hrs/month;2 hrs during trading; arrange drives for club members
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1983-08-02 |
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