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Current Employers
Heller Private Wealth

1700 East Las Olas Boulevard Suite 207, Fort Lauderdale, FL 33301 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-04-06
TX RA APPROVED 2023-03-19
  • FL RA
    APPROVED
    Since 2023-04-06
  • TX RA
    APPROVED
    Since 2023-03-19

Branch Locations

Fort Lauderdale, FL • United States

1700 East Las Olas Boulevard Suite 207, Fort Lauderdale, FL 33301 • 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
Morgan Stanley Temple Terrace FL 07/2021 03/2022
University Of Miami Men's Basketball Coral Gables FL 08/2017 05/2021
Roche Brothers Westwood MA 08/2015 04/2017
Dover Market Dover MA 05/2017 08/2017
University Of Miami Coral Gables FL 08/2017 05/2021
Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Lauderdale FL 04/2022 03/2023
Bank Of America, N.A. Fort Lauderdale FL 04/2022 03/2023
Heller Private Wealth Fort Lauderdale FL 03/2023 Present
  • 07/2021 → 03/2022
    Temple Terrace, FL
  • 08/2017 → 05/2021
    University Of Miami Men's Basketball
    Coral Gables, FL
  • 08/2015 → 04/2017
    Roche Brothers
    Westwood, MA
  • 05/2017 → 08/2017
    Dover Market
    Dover, MA
  • 08/2017 → 05/2021
    University Of Miami
    Coral Gables, FL
  • 04/2022 → 03/2023
    Fort Lauderdale, FL
  • 04/2022 → 03/2023
    Bank Of America, N.A.
    Fort Lauderdale, FL
  • 03/2023 → Present
    Fort Lauderdale, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-11-04
  • S66 Uniform Combined State Law Examination
    2021-11-04
Other Names
  • Eric M Winn

View on SEC IAPD

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