Bregan Mitchell Heitz

Current Employers

Fmi

130 D Street Nw, Ardmore, OK 73401 • United States

Current Registrations

Authority	Category	Status	Date
OK	RA	APPROVED	2019-10-04

OK RA
APPROVED

Since 2019-10-04

Branch Locations

130 D Street Nw, Ardmore, OK 73401 • 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

Organization	City	State	From	To
Jbr Co. Financial Management Inc. Dba Fmi	Ardmore	OK	10/2019	09/2020
Simmons Bank	Ardmore	OK	02/2014	10/2020
Jbr Co. Financial Management Inc. Dba Fmi	Ardmore	OK	11/2020	11/2021
Jbr Co. Financial Management Inc. Dba Fmi	Ardmore	OK	11/2021	Present

10/2019 → 09/2020

Jbr Co. Financial Management Inc. Dba Fmi

Ardmore, OK
02/2014 → 10/2020

Simmons Bank

Ardmore, OK
11/2020 → 11/2021

Jbr Co. Financial Management Inc. Dba Fmi

Ardmore, OK
11/2021 → Present

Jbr Co. Financial Management Inc. Dba Fmi

Ardmore, OK

Other Businesses

1) Independent Insurance agent Since 2022, approximately 10 hours / month. 2) Kiwanis Club of Ardmore - Secretary. 3) Plainview School Foundation Board - Board Member. 4)Lighthouse Behavioral Wellness Centers - Board Member.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2017-10-14

S65 Uniform Investment Adviser Law Examination

2017-10-14

Designations

View on SEC IAPD

Current Employers

Fmi

Disclosures

Employment History

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Exams

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