Donald John Hertling

Current Employers

Employment History

• 04/2008 → 03/2019
  Heller Wealth Advisors
  Roseland, NJ
• 04/2019 → 03/2020
  Beacon Pointe Wealth Advisors, Llc
  Summit, NJ
• 04/2019 → 03/2020
  Beacon Pointe Advisors, Llc
  Summit, NJ
• 04/2019 → Present
  Beacon Pointe Insurance Services, Llc
  Summit, NJ
• 04/2020 → Present
  Beacon Pointe Advisors, Llc
  Summit, NJ

Previous Registrations

• 2019-05-06 → 2020-04-27
  Beacon Pointe Wealth Advisors, Llc
  Summit, NJ
  Newport Beach, CA
• 2011-02-16 → 2019-05-07
  Heller Wealth Advisors, Llc.
  Summit, NJ
• 2005-06-02 → 2011-02-16
  Kestra Investment Services, Llc
  Roseland, NJ
  New York, NY
  Roseland, NJ
• 2003-12-17 → 2005-05-23
  Aepg Wealth Strategies
  Watchung, NJ
• 2002-07-03 → 2002-12-31
  Aepg Wealth Strategies
  Watchung, NJ

Other Businesses

1)JD Associates, LLC, SUMMIT, NJ, Non-Investment related, P&C Insurance, title: Member started 3/3/17, Duties: work with clients on P&C Insurance, Approximatly 1 hour/month and about 15 minutes/month during securities trading hours. 2)BEACON POINTE INSURANCE SERVICES, LLC; NOT INVESTMENT-RELATED; MAIN OFFICE LOCATED AT 24 CORPORATE PLAZA DR., STE 150, NEWPORT BEACH, CA 92660; LICENSED INSURANCE AGENT; START DATE: 04/01/2019;APPOXIMATELY 5 HOURS PER MONTH; ALL DURING TRADING HOURS; DUTIES INCLUDE THE SALE OF INSURANCE PRODUCTS (LIFE AND/OR ACCIDENT/HEALTH INSURANCE.

Exams

• S63 Uniform Securities Agent State Law Examination
  2005-07-29
• S65 Uniform Investment Adviser Law Examination
  2004-11-10
• S66 Uniform Combined State Law Examination
  2000-03-10

Designations

Other Names

• Donald J Hertling