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Melissa Birdsall

WEALTHFORGE SECURITIES
Richmond, VA 23230
Some features on this profile are disabled
CRD#: 5082012
MB
Melissa BirdsallWEALTHFORGE SECURITIES

Professional summary

Melissa Birdsall, who also goes by Melissa L Birdsall, Melissa Lee Birdsall, Melissa Birdsall, is a registered financial professional currently at WEALTHFORGE SECURITIES, LLC located in Richmond, Virginia.

Melissa is registered as a RR (Registered Representative) and started their career in finance in 2006. Melissa has worked at 12 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Aliases

Melissa L Birdsall | Melissa Lee Birdsall | Melissa Birdsall

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.
1)EXCHANGERIGHT REAL ESTATE, LLC.; INVESTMENT RELATED; 1055 E COLORADO BLVD. STE 310, PASADENA CA 91106; PRIVATE PLACEMENT OFFERINGS; EXTERNAL WHOLESALER; 7/2022; 160HR/MO; 160 HR/MO DURING TRADING; DISCUSS AND EDUCATE REGISTERED REPRESENTATIVES REGARDING TAX DEFERRAL OPTIONS OFFERED THROUGH EXCHANGERIGHT. 2) NORTHERN SKY LLC-INVESTMENT RELATED; 2851 HUNTINGTON AVE S SAINT LOUIS PARK, MN 55416; 2 UNIT INVESTMENT PROPERTY; REAL ESTATE; OWNER-OF REAL ESTATE FIRM; 09/2018; NO HOURS DURING SECURITIES TRADING HOURS; HOLD RENTAL FUNDS IN A BUSINESS ACCOUNT.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Melissa Birdsall'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

September 16, 2026 - Present

WEALTHFORGE SECURITIES, LLC

Office #1: 3015 W Moore Street Suite 102, Richmond, VA 23230
BD
CRD#: 152550
Richmond, VA
Past

May 27, 2025 - January 26, 2026

ASHFORD SECURITIES LLC

BD
CRD#: 305330
DALLAS, TX
Past

January 27, 2025 - February 14, 2025

ORCHARD SECURITIES, LLC

BD
CRD#: 133378
PLEASANT GROVE, UT
Past

July 29, 2022 - January 24, 2025

EXCHANGERIGHT SECURITIES, LLC

BD
CRD#: 283430
PASADENA, CA
Past

March 25, 2022 - October 31, 2022

EMERSON EQUITY LLC

RIA
CRD#: 130032
Bloomington, MN
Past

March 25, 2022 - October 31, 2022

EMERSON EQUITY LLC

BD
CRD#: 130032
SAN MATEO, CA
Past

March 8, 2021 - April 7, 2021

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
COON RAPIDS, MN
Past

January 11, 2021 - April 7, 2021

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
COON RAPIDS, MN
Past

August 8, 2018 - October 15, 2020

PFM FUND DISTRIBUTORS, INC.

BD
CRD#: 114474
MINNEAPOLIS, MN
Past

January 26, 2012 - April 2, 2018

ARES WEALTH MANAGEMENT SOLUTIONS, LLC

BD
CRD#: 119546
DENVER, CO
Past

June 28, 2010 - December 22, 2011

QUESTAR CAPITAL CORPORATION

BD
CRD#: 43100
MINNEAPOLIS, MN
Past

May 30, 2008 - June 23, 2010

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
MINNEAPOLIS, MN
Past

October 9, 2007 - May 6, 2008

COLLIERS SECURITIES LLC

BD
CRD#: 7477
MINNEAPOLIS, MN
Past

August 21, 2006 - October 17, 2007

PIPER SANDLER & CO.

BD
CRD#: 665
MINNEAPOLIS, MN

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
California
(9/16/2026)
RR
Florida
(9/16/2026)
RR
Minnesota
(9/16/2026)
RR
Virginia
(9/16/2026)

Exams

What does exam status mean?
State Security Law Exam
RR
PR
Series 66
Status Unavailable
Passed: 3/8/2021
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Status Unavailable
Passed: 9/15/2006
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Status Unavailable
Passed: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Status Unavailable
Passed: 8/19/2006
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

WS
WEALTHFORGE SECURITIES, LLC
WEALTHFORGE | WEALTHFORGE, LLC | WEALTHFORGE SECURITIES, LLC

CRD#: 152550 / SEC#: , 8-68464

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

Main Address
3015 W Moore St Suite 102, Richmond, VA 23230
Mailing Address
3015 W Moore St Suite 102, Richmond, VA 23230
Phone number
(804) 308-0431
Established
Virginia since 07/28/2009
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
WEALTHFORGE HOLDINGS, INC.PARENT
ARLES, DONNA DIPIETROFINOP6489389
RAPER, JAMES LEROY JRCCO, COO, PFO5721253
ROBBINS, GEORGE WILLIAM IVCEO2440106

Disclosures

Regulatory Event3
Arbitration1

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

WEALTHFORGE SECURITIES, LLC

CRD#: 152550Richmond, VA 23230

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