Heidi Rae Ardis

Current Employers

Employment History

• 12/2012 → 10/2016
  Northwestern Mutual Investment Services, Llc
  Ocean Springs, MS
• 10/2016 → 07/2019
  Longview Planning Partners Dba Of Mass Mutual
  Hattiesburg, MS
• 02/2020 → 03/2023
  Foundations Investment Advisors Llc
  Scottsdale, AZ
• 07/2019 → 03/2023
  Roberts Wealth Management
  Biloxi, MS
• 03/2023 → Present
  Agape Wealth, Llc
  Biloxi, MS
• 04/2023 → Present
  Ae Wealth Management, Llc
  Topeka, KS
• 12/2025 → Present
  For The Coast
  Biloxi, MS
• 10/2023 → Present
  Author
  Biloxi, MS

Previous Registrations

• 2020-02-24 → 2023-03-20
  Foundations Investment Advisors Llc
  Phoenix, AZ
  Biloxi, MS
  Mobile, AL
  Daphne, AL
  Pensacola, FL
• 2018-07-09 → 2019-07-24
  Mml Investors Services, Llc
  Hattiesburg, MS

Other Businesses

1.) Agape Wealth LLC, Yes Investment Related; 448 Jordan Dr Biloxi, MS 39531; Insurance Sales; Owner; START DATE: 03/2023; Approx. 160 hours a month; Approx. 130 hours during trading; Insurance Sales and Services. 2.) For The Coast; Investment Related: No; 8377 Curry RD, Biloxi MS 39532; Non-Profit Organization; Treasurer; Start Date 12/2025; Approx hours per month: 5; Approx hours during trading: 0; I will be in prayer with the group and be the treasurer. 3.) Author; Not Investment Related; Biloxi, MS; Book; Author; Start Date: 10/2023; Approx hours per month: 0; Approx hours during trading: 0; I wrote a book called Simplified Strategies for Retirees.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-06-05
• S63 Uniform Securities Agent State Law Examination
  2015-04-06

Other Names

• Heidi Rae Pugsley