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Detailed Report
BLAKE W MAY
BLAKE MAY, BLAKEMAN MAY
CRD#: 6407811
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Investment Adviser
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Previous Broker
MELD FINANCIAL, INC.CRD#: 118896 3008 PUMP HOUSE RD.
BIRMINGHAM, AL 35243
Registration History
20142015201620172018201920202021202220232024202520262 FIRMS2017 - 2018 (1 year)IAMELD FINANCIAL, INC. (CRD# 118896)2020 - Present (4 years)BTRIAD ADVISORS LLC (CRD# 25803)2018 - 2022 (3 years)BMSI FINANCIAL SERVICES, INC. (CRD# 14251)2014 - 2017 (2 years)IAMSI FINANCIAL SERVICES, INC. (CRD# 14251)2015 - 2017 (1 year)
License(s)

State Registrations

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Alabama 6/12/2020
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Texas 12/9/2021
Current Registration(s)
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MELD FINANCIAL, INC. (CRD#:118896)
3008 PUMP HOUSE RD., BIRMINGHAM, AL 35243
Registered with this firm since 6/12/2020
Previous Registration(s)
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 11/19/2018 - 10/06/2022 TRIAD ADVISORS LLC (CRD#:25803) BIRMINGHAM, AL
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 03/25/2017 - 11/05/2018 MML INVESTORS SERVICES, LLC (CRD#:10409) BIRMINGHAM, AL
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 03/25/2017 - 11/05/2018 MML INVESTORS SERVICES, LLC (CRD#:10409) BIRMINGHAM, AL
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 11/12/2015 - 03/25/2017 MSI FINANCIAL SERVICES, INC. (CRD#:14251) BIRMINGHAM, AL
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 10/22/2014 - 03/25/2017 MSI FINANCIAL SERVICES, INC. (CRD#:14251) BIRMINGHAM, AL
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.