Heather J Gardner

Current Employers

Beam Wealth Advisors, Inc.

72096 Ramos Avenue Suite D, Covington, LA 70433 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2024-06-11
GA	RA	APPROVED	2024-05-28
LA	RA	APPROVED	2024-03-20
FL	RA	APPROVED	2024-03-19

TX RA
APPROVED_RES

Since 2024-06-11
GA RA
APPROVED

Since 2024-05-28
LA RA
APPROVED

Since 2024-03-20
FL RA
APPROVED

Since 2024-03-19

Branch Locations

Jacksonville, FL • United States

72096 Ramos Avenue Suite D, Covington, LA 70433 • United States

7000 Peachtree Dunwoody Road, Ne Building 6, Suite 100, Atlanta, GA 30328 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action Yes
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Ponte Vedra Beach	FL	10/2013	02/2021
Bank Of America, N.A.	Ponte Vedra	FL	10/2014	02/2021
Benedetti, Gucer & Associates	Atlanta	GA	02/2021	06/2024
Pks Investments	Albany	NY	02/2023	Present
Beam Wealth Advisors, Inc. (F/K/A Benedetti, Gucer & Associates)	Atlanta	GA	02/2021	Present

10/2013 → 02/2021

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Ponte Vedra Beach, FL
10/2014 → 02/2021

Bank Of America, N.A.

Ponte Vedra, FL
02/2021 → 06/2024

Benedetti, Gucer & Associates

Atlanta, GA
02/2023 → Present

Pks Investments

Albany, NY
02/2021 → Present

Beam Wealth Advisors, Inc. (F/K/A Benedetti, Gucer & Associates)

Atlanta, GA

Previous Registrations

2021-02-23 → 2024-06-17

Benedetti, Gucer & Associates

Atlanta, GA

Jacksonville, FL
2014-02-07 → 2021-02-16

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jacksonville, FL

Ponte Vedra Beach, FL

Jacksonville, FL
2011-03-14 → 2013-10-15

Trustwell Financial Advisors, Llc

Jacksonville, FL

Other Businesses

(1) FIXED INSURANCE. INVESTMENT RELATED. AT REGISTERED LOCATION. FIXED / TRADITIONAL INSURANCE. AGENT START DATE: 02/2023; 4 HRS/ MONTH; A; DURING TRADING HOURS. SALES OF FIXED / TRADITIONAL INSURANCE PRODUCTS (2) AUBIE ANNEX, LLC. INVESTMENT RELATED. JACKSONVILLE, FL 32210. RENTAL PROPERTY; MANAGER; START DATE: 09/2023. 6 HRS/ MONTH; NONE DURING TRADING HOURS. POST PROPERTY, AUBURN, AL 36830, ON AIRBNB FOR SHORT TERM RENTALS (3) BEAM WEALTH ADVISORS, INC (DBA BENEDETTI, GUCER & ASSOCIATES). INVESTMENT RELATED. AT REGISTERED LOCATION. RIA. WEALTH ADVISOR. START DATE: 01/2024. REGISTERING AS AN IAR WITH AN RIA UNDER COMMON OWNERSHIP WITH CURRENT FIRM

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2014-05-15
S65	Uniform Investment Adviser Law Examination	2011-02-12

S63 Uniform Securities Agent State Law Examination

2014-05-15
S65 Uniform Investment Adviser Law Examination

2011-02-12

Designations

Other Names

Heather Leigh Jones
Heather Leigh Jones
Heather Jones Gardner

View on SEC IAPD