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Robert Anthony Rizarri

Heritage Wealth Management

Houston, TX

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Current Employers
Heritage Wealth Management

4400 Post Oak Parkway Suite 2510, Houston, TX 77027 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-01-24
  • TX RA
    APPROVED
    Since 2019-01-24

Branch Locations

4400 Post Oak Parkway Suite 2510, Houston, TX 77027 • 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
Sms Capital Management Inc Houston TX 03/2010 01/2019
Heritage Wealth Management Houston TX 01/2019 Present
Previous Registrations
  • 2012-03-06 → 2019-01-24
    Sms Capital Management
    Bellaire, TX
  • 2009-10-26 → 2010-03-01
    The Shobe Financial Group
    Baton Rouge, LA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-02-24
  • S65 Uniform Investment Adviser Law Examination
    2012-02-24

View on SEC IAPD

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