Heather Anne Grubbs

Current Employers

Employment History

• 09/2018 → 01/2020
  Nylife Securities Llc
  Montgomery, AL
• 06/2018 → 01/2020
  New York Life Insurance Co
  Montgomery, AL
• 12/2015 → 06/2018
  Sage Legacy Counsel
  Montgomery, AL
• 01/2020 → 12/2023
  American United Life
  Montgomery, AL
• 05/2020 → 12/2023
  Oneamerica Securities
  Montgomery, AL
• 12/2023 → 12/2024
  The Investment Center, Inc.
  Montgomery, AL
• 12/2023 → 12/2024
  Ic Advisory Services, Inc.
  Montgomery, AL
• 12/2024 → Present
  Vanderbilt Financial Group
  Woodbury, NY

Previous Registrations

• 2023-12-19 → 2024-12-19
  Ic Advisory Services, Inc.
  Montgomery, AL
  Bedminster, NJ
• 2020-07-08 → 2023-12-20
  Oneamerica Securities, Inc.
  Indianapolis, IN
  Montgomery, AL
  Montgomery, AL

Other Businesses

1. DBA - THE LONGEVITY FINANCIAL GROUP, LLC. OWNER/AGENT - CONDUCT FIXED INSURANCE SALES UNDER THIS BUSINESS OR THROUGH IMO, OR DIRECTLY APPOINTED WITH SPECIFIC INSURANCE. TIME DEVOTED 41-60%. ANNUAL INCOME 41-60%. DATE ESTABLISHED 01/09/2020. 2. THE LONGEVITY FIRM, LLC. OWNER - WILL CONSULT WITH BUSINESSES ON HOW TO INCREASE THEIR VALUE TO PREPARE FOR EXITING THEIR BUSINESS/PERFORM BUSINESS VALUATIONS. TIME DEVOTED 21-40%. ANNUAL INCOME 21-40%. DATE ESTABLISHED 06/27/2022. 3. BOSS LADY INVESTMENTS, LLC. OWNER - WILL MANAGE THE PROPERTIES IF AND WHEN THEY ARE PURCHASED. TIME DEVOTED 1-20%. ANNUAL INCOME 1-20%. DATE ESTABLISHED 09/28/2017. 4. WINN GRUBBS, LLC. OWNER - WILL MANAGE THE BUILDING AND RENTERS OF THE OFFICE SPACE. TIME DEVOTED 20%. ANNUAL INCOME 1-20%. DATE ESTABLISHED 08/01/2021. 5. AUTHOR/SPEAKER/MENTOR. PUBLISHED AUTHOR WITH BOOK SOLD ON AMAZON AND ANYWHERE BOOKS ARE SOLD. I OCCASSIONALLY WILL SPEAK OR PERFORM NON-PROFIT WORK WITH/FOR TEEN GIRLS. TIME DEVOTED 1-20%. ANNUAL INCOME 1-20%. DATE ESTABLISHED 03/01/2017.

Exams

• S66 Uniform Combined State Law Examination
  2020-07-01
• S63 Uniform Securities Agent State Law Examination
  2019-10-09

Other Names

• Heather Anne Powell
• Heather Anne Grubbs
• Heather Grubbs