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Joseph Michael Mccann

Heritage Advisors Group, Inc.

Altamonte Springs, FL

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Current Employers
Heritage Advisors Group, Inc.

761 Maitland Ave., Altamonte Springs, FL 32701 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-04-15
  • FL RA
    APPROVED
    Since 2026-04-15

Branch Locations

761 Maitland Ave., Altamonte Springs, FL 32701 • 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
Lake Highland Preparatory School Orlando FL 08/2015 11/2021
Publix Winter Park FL 11/2021 04/2022
University Of Massachusetts, Dartmouth Dartmouth MA 06/2022 05/2023
401K Generation Altamonte FL 05/2023 11/2025
Heritage Advisors Group, Inc. Maitland FL 01/2026 Present
  • 08/2015 → 11/2021
    Lake Highland Preparatory School
    Orlando, FL
  • 11/2021 → 04/2022
    Publix
    Winter Park, FL
  • 06/2022 → 05/2023
    University Of Massachusetts, Dartmouth
    Dartmouth, MA
  • 05/2023 → 11/2025
    401K Generation
    Altamonte, FL
  • 01/2026 → Present
    Heritage Advisors Group, Inc.
    Maitland, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-04
  • S65 Uniform Investment Adviser Law Examination
    2026-04-04
Other Names
  • Joe Mccann

View on SEC IAPD

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G. A. REPPLE & COMPANY

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THOMAS THEODORE GERARDI
Roberto Antonio Yudice
Christopher Michael Claude

Other Offices

SYNERGY INVESTMENT MANAGEMENT LLC · ALTAMONTE SPRINGS, FL
LPL FINANCIAL LLC · ALTAMONTE SPRINGS, FL
AMERITAS ADVISORY SERVICES, LLC · ALTAMONTE SPG, FL
AMERITAS ADVISORY SERVICES, LLC · Altamonte Springs, FL
AMERITAS ADVISORY SERVICES, LLC · ALTAMONTE SPG, FL
401K GENERATION · ALTAMONTE SPRINGS,, FL
CETERA INVESTMENT ADVISERS LLC · ALTAMONTE SPRINGS, FL
PFS INVESTMENTS INC. · ALTAMONTE SPRINGS, FL

More in Altamonte Springs, FL

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