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Heather Doerr

Hale & Doerr Wealth Management LLC

Gulf Breeze, FL

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Current Employers
Hale & Doerr Wealth Management Llc

913 Gulf Breeze Pkwy Suite 13, Gulf Breeze, FL 32561 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-07-15
TX RA APPROVED_RES 2023-06-15
AL RA APPROVED 2019-07-17
  • FL RA
    APPROVED
    Since 2026-07-15
  • TX RA
    APPROVED_RES
    Since 2023-06-15
  • AL RA
    APPROVED
    Since 2019-07-17

Branch Locations

913 Gulf Breeze Pkwy Suite 13, Gulf Breeze, FL 32561 • 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
Hale And Doerr Llc Gulf Breeze FL 01/2018 Present
Studer Entertainment Pensacola FL 01/2016 07/2017
Hd Vest Advisory Services Gulf Breeze FL 01/2019 05/2019
Doerr Enterprises Llc Gulf Breeze FL 08/2017 Present
Bodacious Olive Pensacola FL 01/2016 07/2017
Era Missoula MT 01/2009 12/2018
Hale & Doerr Wealth Management Llc Gulf Breeze FL 04/2019 Present
  • 01/2018 → Present
    Hale And Doerr Llc
    Gulf Breeze, FL
  • 01/2016 → 07/2017
    Studer Entertainment
    Pensacola, FL
  • 01/2019 → 05/2019
    Hd Vest Advisory Services
    Gulf Breeze, FL
  • 08/2017 → Present
    Doerr Enterprises Llc
    Gulf Breeze, FL
  • 01/2016 → 07/2017
    Bodacious Olive
    Pensacola, FL
  • 01/2009 → 12/2018
    Era
    Missoula, MT
  • 04/2019 → Present
    Hale & Doerr Wealth Management Llc
    Gulf Breeze, FL
Previous Registrations
  • 2019-01-22 → 2019-05-16
    Avantax Advisory Services
    Gulf Breeze, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-12-11
  • S65 Uniform Investment Adviser Law Examination
    2018-12-11
Other Names
  • Heather L Mcduffie

View on SEC IAPD

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Other Investors

Ronald Thurman
JEFFREY JAY STEICHEN
Jeremy Keith Carver
Rickey Blake Thomas
RICHARD THOMAS RIVERA
Jeffrey Braley
TRIPP CRAWFORD HALE
Diane Sales Lindsey

Other Offices

EDWARD JONES · GULF BREEZE, FL
WELLS FARGO CLEARING SERVICES, LLC · GULF BREEZE, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Gulf Breeze, FL
STATE FARM INVESTMENT MANAGEMENT CORP. · Gulf Breeze, FL
UNITED CAPITAL FINANCIAL ADVISORS · PENSACOLA, FL
PNC WEALTH MANAGEMENT LLC · Gulf Breeze, FL
HALE & DOERR WEALTH MANAGEMENT LLC · GULF BREEZE, FL
EDWARD JONES · GULF BREEZE, FL

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