Eugene Perry Heitman

Current Employers

Employment History

• 12/2012 → Present
  Cpa Financial Advisor, Inc.
  Lake Suzy, FL
• 01/2016 → 09/2025
  Avantax Investment Services, Inc.
  Lake Suzy, FL
• 01/2016 → 09/2025
  Avantax Advisory Services
  Lake Suzy, FL
• 01/2016 → 09/2025
  Avantax Insurance Agency, Llc.
  Lake Suzy, FL
• 03/2021 → Present
  Fixed Indexed Annuities
  Lake Suzy, FL
• 08/2025 → Present
  Cetera Investment Advisers, Llc
  Schaumburg, IL
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Lake Suzy, FL

Previous Registrations

• 2017-02-07 → 2025-09-05
  Avantax Advisory Services
  Port Charlotte, FL
  Dallas, TX
  Lake Suzy, FL
  Punta Gorda, FL
• 2016-01-29 → 2016-09-15
  Avantax Advisory Services
  Port Charlotte, FL
• 2015-10-14 → 2016-01-29
  Cetera Wealth Services, Llc
  Port Charlotte, FL
  Port Charlotte, FL
  Port Charlotte, FL
• 2013-11-04 → 2015-11-03
  First Allied Advisory Services, Inc.
  Port Charolette, FL
• 2006-09-20 → 2013-08-19
  Signator Financial Services, Inc.
  Port Charlotte, FL
  Arcadia, FL
  North Port, FL
• 2003-11-10 → 2006-07-18
  Invest Financial Corporation
  Arcadia, FL
  Lake Suzy, FL
  Arcadia, FL
• 2003-04-16 → 2003-11-14
  Cpa Financial Advisers, Inc.
  Daytona Beach, FL

Other Businesses

1) ARCADIA ABSTRACT AND TITLE~'NIR'~20 WEST OAK STREET~ARCADIA~FL~34266~Real Estate/Mortgage/Title Services/Appraisal~Vice President~3/1/1996~1hrs~0hrs~BOARD MEMBER 2) CPA Financial Advisor Inc~'NIR'~1502 Kings Hwy, Suite 400~Port Charlotte~FL~33980~Tax Preparation/Accounting~Owner/Sole Proprietor~12/1/2012~140hrs~60hrs~Accounting, Bookkeeping, and tax preparation

Exams

• S63 Uniform Securities Agent State Law Examination
  2005-06-22

Designations

Other Names

• Eugene Perry Heitman
• Eugene Perry Heitman