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Current Employers
Heron Bay Capital Management

40701 Woodward Ave Suite 104, Bloomfield Hills, MI 48304 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-01-01
  • MI RA
    APPROVED
    Since 2025-01-01

Branch Locations

40701 Woodward Ave Suite 104, Bloomfield Hills, MI 48304 • 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
Heron Bay Capital Management Bloomfield Hills MI 10/2020 Present
Seizert Capital Partners Birmingham MI 10/2018 05/2020
Empowerment International, Inc Troy MI 08/2003 12/2018
Unemployed Troy MI 06/2020 10/2020
  • 10/2020 → Present
    Bloomfield Hills, MI
  • 10/2018 → 05/2020
    Seizert Capital Partners
    Birmingham, MI
  • 08/2003 → 12/2018
    Empowerment International, Inc
    Troy, MI
  • 06/2020 → 10/2020
    Unemployed
    Troy, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-06-27
  • S65 Uniform Investment Adviser Law Examination
    2020-06-27

View on SEC IAPD

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