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Inactive

Lance Stephen Heisler

Element Wealth, LLC

Theodore, AL

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Current Employers
Element Wealth, Llc

800 Woodlands Pky Suite 201, Ridgeland, MS 39157 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APP_PEND_IARCE 2026-01-01
MS RA APP_PEND_IARCE 2026-01-01
AL RA APPROVED 2019-07-09
  • FL RA
    APP_PEND_IARCE
    Since 2026-01-01
  • MS RA
    APP_PEND_IARCE
    Since 2026-01-01
  • AL RA
    APPROVED
    Since 2019-07-09

Branch Locations

Theodore, AL • 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
Pinnacle Trust Madison MS 10/2015 07/2019
Element Wealth, Llc Ridgeland MS 07/2019 Present
  • 10/2015 → 07/2019
    Pinnacle Trust
    Madison, MS
  • 07/2019 → Present
    Element Wealth, Llc
    Ridgeland, MS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-06-29
S63 Uniform Securities Agent State Law Examination 2011-08-30
  • S65 Uniform Investment Adviser Law Examination
    2019-06-29
  • S63 Uniform Securities Agent State Law Examination
    2011-08-30

View on SEC IAPD

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