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Melissa R. Bickerstaff

UMERGENCE LLC
Plantsville, CT 06479
Some features on this profile are disabled
CRD#: 6976229
MB

Professional summary

Melissa Rose Bickerstaff, who also goes by Mel R Bickerstaff, Mel Rose Bickerstaff, Mel Bickerstaff, Mel Rose Bickerstaff, Melrose Bickerstaff, Melissa Bickerstaff, Melrose Bickerstaff, Mel Rose, Mel Rose Wild, Melrose Wild, is a registered financial professional currently at UMERGENCE LLC located in Plantsville, Connecticut.

Melissa is registered as a RR (Registered Representative) and started their career in finance in 2018. Melissa has worked at 5 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Mel R Bickerstaff | Mel Rose Bickerstaff | Mel Bickerstaff | Mel Rose Bickerstaff | Melrose Bickerstaff | Melissa Bickerstaff | Melrose Bickerstaff | Mel Rose | Mel Rose Wild | Melrose Wild

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.
Company Name: Monarch Wild Media Address: Safety Harbor, FL Type of company/service provided: Media/Content Creation/Marketing Start Date: March 2023 Role / Title: Founder Hours per Week: 0-5 Company Name: Melrose Wild Consulting LLC Address: Tampa, FL Type of company/service provided: Business advising, permaculture design consulting, ESG advisory, circular systems design Start Date: May 2023 Role / Title: Consultant Hours per Month: 10-20 Nature / Purpose of Business: Adds value to my work as an investor relations director to help navigate adding more value to businesses with ESG metrics Company Name: PARADISIAC LLC Address: 13531 Southampton Drive, Bonita Springs, FL 34135 Type of company/service provided: Consumer Good Company - Fashion, home goods, and consumables Start Date: April 2011 Role / Title: CEO / Founder Hours per Week: 0 Nature / Purpose of Business: Wholesaler and retailer for consumer goods with ROC (Return on Community / ESG value / giveback model)

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Melissa Rose Bickerstaff'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

June 20, 2023 - Present

UMERGENCE LLC

Office #1: 1006 S. Main St., Plantsville, CT 06479
BD
CRD#: 284368
Plantsville, CT
Past

September 8, 2023 - February 13, 2024

BLOCK 3 STRATEGY GROUP

RIA
CRD#: 323212
DURHAM, NC
Past

December 21, 2022 - May 1, 2023

OLD CITY SECURITIES LLC

BD
CRD#: 171910
NEW YORK, NY
Past

July 12, 2019 - September 8, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
BONITA SPRINGS, FL
Past

May 13, 2019 - September 8, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
BONITA SPRINGS, FL
Past

November 16, 2018 - May 14, 2019

BRITEHORN SECURITIES

BD
CRD#: 36402
DENVER, CO

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
Florida
(7/5/2023)
RR
New York
(7/11/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/25/2019
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 11/27/2018
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 12/13/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 11/15/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/14/2018
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

UL
UMERGENCE LLC
UMERGENCE LLC

CRD#: 284368 / SEC#: , 8-69801

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

Main Address
1006 S. Main St., Plantsville, CT 06479
Mailing Address
1224 Mill Street, Building B, East Berlin, CT 06023
Phone number
(860) 838-3332
Established
Delaware since 11/17/2015
Firm type
Limited Liability Company
Fiscal year end
December
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#
UMERGENCE HOLDINGS LLCSOLE MEMBER
CIARCIA, JEFFREYCFO
LOGAN, DAVID MCEO, CCO

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

UMERGENCE LLC

CRD#: 284368Plantsville, CT 06479

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