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1700 East Las Olas Boulevard Suite 207, Fort Lauderdale, FL 33301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-03-19 |
| FL | RA | APPROVED | 2023-03-14 |
Branch Locations
Boca Raton, FL • United States
1700 East Las Olas Boulevard Suite 207, Fort Lauderdale, FL 33301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Lauderdale | FL | 02/2016 | 03/2023 |
| Bank Of America, N.A. | Fort Lauderdale | FL | 05/2016 | 03/2023 |
| Heller Private Wealth Llc | Fort Lauderdale | FL | 11/2022 | Present |
| Heller Private Wealth Llc | Fort Lauderdale | FL | 03/2023 | Present |
1.) Blu Boy Racing Stables LLC; Not Investment Related; Boca Raton, FL 33496; Family venture that owns race horses; Member; Start Date11/24/21;The approximate number of hours/month devoted to the other business: 0 hours/month; The number of hours devoted to the other business during securities trading hours: 0 hours; Entity owns race horses and is engaged in the sale of merchandise; Ownership percentage: 33% 2.) Neal & Justin Family Holdings LLC; Not Investment Related; Boca Raton, Florida, 33496; Limited Liability Company; Owner; Start date of relationship: 11/1/2022; Number of hours devoted: 0 hour(s) Yearly; Number of hours devoted during trading hours: 0; Duties: The entity was set up as a part of my family's estate planning
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-19 |
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