Melissa L. Langston
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Melissa L Langston was a registered financial professional .
Melissa is a previously registered financial professional and started their career in finance in 2011. Melissa had worked at 3 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
April 7, 2016 - February 1, 2018
BRIDGE ADVISORY LLC
May 16, 2013 - May 14, 2014
BBVA SECURITIES INC.
January 7, 2011 - May 16, 2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
BRIDGE ADVISORY LLC
CRD#: 148282 / SEC#: 801-69681
Contact information
Regulatory assets under management
| Total Number of Accounts | 1,331 |
| AUM (Assets Under Management) | $ 452,599,110 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 05/17/2024 | ||
| 03/11/2024 | ||
| 12/13/2022 |
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.
