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1666 79Th Street Causeway Suite 501, North Bay Village, FL 33141 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-02-16 |
Branch Locations
1666 79Th Street Causeway Suite 501, North Bay Village, FL 33141 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corp. | Tampa | FL | 02/2010 | 02/2018 |
| Money Concepts Capital Corp. | Palm Beach Gardens | FL | 02/2018 | 02/2023 |
| Merited Wealth, Llc | North Bay Vilage | FL | 02/2023 | Present |
1) OWNER/PARTNER OF HERITAGE FINANCIAL GROUP LLC, INVESTMENT RELATED, START 3/12/04; WHICH OFFERS CLIENTS; EMPLOYEE BENEFITS HEALTH INSURANCE, P&C INSURANCE AND PAYROLL SERVICES. 120 HPM /100 DURING SECURITIES TRADING HOURS 2) JESUS ARTEAGA, PA, OWNER, START DATE 2.2023, INSURANCE AGENT, 40 HPM.
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