William Walker Heath

Current Employers

Employment History

• 03/2020 → Present
  Massmutual Life Insurance Co
  Newtown Square, PA
• 03/2020 → Present
  Mml Investors Services Llc
  Newtown Square, PA
• 08/2017 → 05/2020
  The Citadel
  Charleston, SC
• 07/2016 → 08/2019
  Water'S Edge
  Mount Pleasant, SC
• 06/2016 → 07/2017
  Mount Pleasant Seafood
  Mount Pleasant, SC

Other Businesses

(1) Name: Heath Property Management, LLC Inv rel: Y Addr: Residential Nature: General/Realtor/Real Estate Position: Partner Start: 08/22/2020 No hrs/mo: 2 No hrs/mo dur sec trading: 0 Describe duties: I make sure the mortgage is paid on the home held in the name of the LLC and make sure the operating agreement is being followed. (2) Name: Billy Heath Inv rel: Y Addr: 16 Campus Blvd Newtown Square PA 19073 Nature: Outside Insurance Business Position: Agent Start: 9/22/2021 No hrs/mo: 10 No hrs/mo dur trading: 10 Describe duties: Life, Fixed Annuities, Disability, Long Term Care, & Health. (3) Name: Heath Condo Management, LLP Inv Rel: Y Add: Residential Nature: Real Estate- LLP to hold title of a condo that will be bought soon Position: Managing Partner Start Date: 9/23/2021 No Hrs/Mo: 5 No Hrs/Mo Dur Trading: 0 Duties: I am the one facilitating the sale of the property and then making all relevant management decisions to grow the company. (4) Name: Heath Realty Group, LLC Inv rel: Y Add: 739 Spark Street, Mount Pleasant SC 29464 Nature: The LLC is going to own a property I am buying with my brother. Position: Partner Start date: 03/15/2023 No. HR/MO: 1 No. HR/MO during sec trading: 0 Describe duties: I will be a non-active majority member of an LLC that will own a property in the next few months. The LLC is to provide liability protection and allow for the implementation of an operating agreement to describe the ownership structure. (5) NAME: Heath Wealth Advisors, LLC, INV REL: Y ADD: 16 CAMPUS BLVD, STE. 200, NEWTOWN SQUARE, PA 19073 NATURE/DUTIES: OWNER OF LLC FOR PASS THROUGH COMPENSATION POSITION: OWNER START DATE: 01/29/2024 NO. HR/MO: 2 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: Manage payroll through this company to pay part time employee. I will also be running business expenses through the company moving forward (6) NAME: BnE, LLC INV REL: Y ADD: Mount Pleasant SC NATURE: Own and rent real estate POSITION: Member START DATE: 03/01/2025 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: Collect rent, pay mortgage, manage property (Long-term rental) (7) NAME: William Heath INV REL: Y ADD: 16 CAMPUS BLVD, STE 200, NEWTOWN SQUARE, PA, USA, 19073 NATURE: Life Settlements POSITION: Agent START DATE: 07/28/2026 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: Facilitate life settlements

Exams

• S66 Uniform Combined State Law Examination
  2020-07-21

Designations

Other Names

• William Heath Walker
• Billy Heath