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ML

Melinda L. Leishman

EMERSON EQUITY LLC
SAN MATEO, CA 94402
Some features on this profile are disabled
CRD#: 4680007
ML

Professional summary

Melinda Louise Leishman, who also goes by Melinda Louise Read, is a registered financial professional currently at EMERSON EQUITY LLC located in San Mateo, California and ALTACCESS SECURITIES COMPANY, L.P. located in Dallas, Texas.

Melinda is registered as a RR (Registered Representative) and started their career in finance in 2003. Melinda has worked at 4 firms and has passed the Series 63, Series 7TO, Series 99TO and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Melinda Louise Read

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Melinda Louise Leishman's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

March 16, 2020 - Present

EMERSON EQUITY LLC

Office #1: 155 Bovet Road, Suite 725, San Mateo, CA 94402
RIA
BD
CRD#: 130032
SAN MATEO, CA
Current

March 13, 2023 - Present

ALTACCESS SECURITIES COMPANY, L.P.

Office #1: 325 N. St. Paul Street Suite 4850, Dallas, TX 75201
BD
CRD#: 119441
DALLAS, TX
Past

June 30, 2005 - May 16, 2012

PROVASI CAPITAL PARTNERS LP

BD
CRD#: 119539
ADDISON, TX
Past

July 22, 2003 - March 29, 2005

VANGUARD MARKETING CORPORATION

BD
CRD#: 7452
MALVERN, PA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Texas
(4/25/2022)

Exams

State Security Law Exam
RR
Series 63
Date: 4/22/2022
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/24/2022
General Securities Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 3/13/2020
Operations Professional Examination
General Industry/Product Exam
RR
Series 6
Date: 7/18/2003
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

AS
ALTACCESS SECURITIES COMPANY, L.P.
ALTACCESS SECURITIES COMPANY, L.P. | MHT SECURITIES, LP | MHT SECURITIES, L.P. | MHT MIDSPAN SECURITIES, LP | BENEFICIENT SECURITIES COMPANY, L.P. | BEN SECURITIES COMPANY, L.P.

CRD#: 119441 / SEC#: , 8-65183

BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
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Contact information

Main Address
325 N. St. Paul Street Suite 4850, Dallas, TX 75201
Mailing Address
325 N. St. Paul Street Suite 4850, Dallas, TX 75201
Phone number
(214) 245-5379
Established
Texas since 11/16/2001
Firm type
Partnership
Fiscal year end
March
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
BEN MARKETS MANAGEMENT HOLDINGS, L.P.LIMITED PARTNER
BEN MARKETS CORPORATE HOLDINGS, L.L.C.GENERAL PARTNER
GEORGE, THOMAS KEITHFINOP5378303
TALBOT, HENRY BOARDMANPRESIDENT & CCO6004463

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ALTACCESS SECURITIES COMPANY, L.P.

CRD#: 119441San Mateo, CA 94402

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