Michael John Henzes

Current Employers

Employment History

• 01/2015 → 12/2018
  Royal Alliance Associates, Inc.
  New York, NY
• 01/2015 → 10/2017
  Retirement Advisory Services Corp.
  Fort Washington, PA
• 10/2018 → Present
  M3L Business Development Llc Dba Open Wealth Network
  Pottstown, PA
• 01/2020 → Present
  Intuit, Inc.
  Moutain View, CA

Previous Registrations

• 2016-12-09 → 2018-12-18
  Osaic Wealth, Inc.
  Scottsdale, AZ
  Scottsdale, AZ
  Ft. Washington, PA
• 2015-01-15 → 2017-10-31
  Retirement Advisory Services Corp
  Fort Washington, PA
• 2010-03-15 → 2015-01-06
  Main Line Financial Advisors, Llc.
• 2010-03-10 → 2014-12-16
  Fsc Securities Corporation
  Malvern, PA
  Bala Cynwyd, PA
  Radnor, PA
  Malvern, PA
• 2008-09-09 → 2010-04-01
  Sterling Financial Advisors, Llc
  Wyomissing, PA
• 2007-05-25 → 2008-04-23
  Sei Investments Management Corp
  Oaks, PA

Other Businesses

Michael John Henzes has been employed as a seasonal tax expert for Intuit, Inc., located in Mountain View, CA, since January, 2020. Intuit, the maker of popular products such as TurboTax, Quickbooks, and Mint, is a financial technology company. The tax expert role is non-investment related and requires approximately 80 hours per month from January through April, of which only 40 hours per month are devoted during securities trading hours. The role involves assisting Intuit customers with product and tax related questions.

Exams

• S63 Uniform Securities Agent State Law Examination
  2010-02-22
• S65 Uniform Investment Adviser Law Examination
  2007-05-24

Designations