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3008 Pump House Rd., Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2024-08-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| John Graham & Associates | East Peoria | IL | 05/2023 | 08/2023 |
| Meld Financial, Inc. | Montgomery | AL | 06/2024 | Present |
| Full-Time Student | Davenport | IA | 06/2014 | 05/2023 |
| Full-Time Student | Peoria | IL | 08/2020 | 05/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-27 |
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