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3008 Pump House Rd., Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-13 |
| AL | RA | APPROVED | 2020-09-21 |
Branch Locations
Boynton Beach, FL • United States
3008 Pump House Rd., Birmingham, AL 35243 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gerson Lehrman | Jamaica | NY | 11/2007 | 01/2020 |
| Meld Financial, Inc. | Birmingham | AL | 05/2020 | Present |
| Capstone Investment Financial Group | Suffern | NY | 10/2015 | 10/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-09-04 |
| S63 | Uniform Securities Agent State Law Examination | 2001-03-01 |
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