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Jarrott B Heath

Comperio Retirement Consulting, Inc.

Cary, NC

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Current Employers
Comperio Retirement Consulting, Inc.

2500 Regency Parkway, Cary, NC 27518 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2019-06-27
  • NC RA
    APPROVED
    Since 2019-06-27

Branch Locations

2500 Regency Parkway, Cary, NC 27518 • 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
Comperio Retirement Consulting, Inc. Cary NC 06/2018 Present
Heath Consulting Llc Ashland MA 07/2016 04/2018
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-06-27
  • S65 Uniform Investment Adviser Law Examination
    2019-06-27

View on SEC IAPD

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Other Offices

VERATIS ADVISORS, INC. · CARY, NC
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RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Cary, NC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Cary, NC
TRUIST ADVISORY SERVICES, INC. · CARY, NC
WEALTHSHIELD PARTNERS, LLC · CARY, NC
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