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Charles Patrick Weidman

Heritage Financial Counselors, LLC

Bedminster, NJ

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Current Employers
Heritage Financial Counselors, Llc

442 Main Street (Route 202), Bedminster, NJ 07921 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2017-08-10
  • NJ RA
    APPROVED
    Since 2017-08-10

Branch Locations

442 Main Street (Route 202), Bedminster, NJ 07921 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Whippany NJ 03/2012 07/2017
Heritage Financial Counselors, Llc Bedminster NJ 07/2017 Present
Previous Registrations
  • 2012-03-23 → 2017-09-06
    Lpl Financial Llc
    Whippany, NJ
    Morristown, NJ
    Bedminster, NJ
  • 2010-06-30 → 2012-03-29
    Financial Life Focus, Llc
    Philadelphia, PA
  • 2007-03-05 → 2010-06-30
    Securian Financial Services, Inc.
    Livingston, NJ
  • 2006-01-27 → 2007-02-21
    Northwestern Mutual Investment Services, Llc
    Fairfield, NJ
    Fairfield, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-01-06
S63 Uniform Securities Agent State Law Examination 2005-07-12
  • S66 Uniform Combined State Law Examination
    2006-01-06
  • S63 Uniform Securities Agent State Law Examination
    2005-07-12
Designations

View on SEC IAPD

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WELLS FARGO CLEARING SERVICES, LLC
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WISS PRIVATE CLIENT ADVISORS, LLC
JACOBS LEVY EQUITY MANAGEMENT
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ROCKEFELLER FINANCIAL LLC
MARINER

Other Investors

CAMILLO ALFONSO MATTEUCCI
ARMANDO GENARO DIRIENZO
BRADLEY JOHN EICH
MICHAEL JAMES METZGER
RAKEMA LAWYELL WHITE
SCOTT L. CIRELLI
ANDREW J MANGANIELLO
NICHOLAS DANIEL CAMPANILE

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · FLORHAM PARK, NJ
WELLS FARGO CLEARING SERVICES, LLC · FLORHAM PARK, NJ
ROBERT W. BAIRD & CO. INCORPORATED · Florham Park, NJ
WISS PRIVATE CLIENT ADVISORS, LLC · FLORHAM PARK, NJ
JACOBS LEVY EQUITY MANAGEMENT · FLORHAM PARK, NJ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FLORHAM PARK, NJ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FLORHAM PARK, NJ
JACOBS LEVY EQUITY MANAGEMENT · FLORHAM PARK, NJ

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