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Stacy Lee Bliss

Heritage Investment Group, Inc.

Pompano Beach, FL

CRD 2069245

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Employer firm

Heritage Investment Group, Inc. CRD 113204

$2.23B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • INVESTMENT CONSULTATIONS

From the firm’s Form ADV. Read the guides:

Current Employers
Heritage Investment Group, Inc.

2480 N.E. 23Rd Street, Pompano Beach, FL 33062 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2007-01-04
  • FL RA
    APPROVED
    Since 2007-01-04

Branch Locations

2480 N.E. 23Rd Street, Pompano Beach, FL 33062 • 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
Heritage Investment Group, Inc. Pompano Beach FL 12/2006 Present
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1991-03-08
  • S63 Uniform Securities Agent State Law Examination
    1991-03-08
Other Names
  • Stacy Bliss

View on SEC IAPD

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STATE FARM INVESTMENT MANAGEMENT CORP.
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Nearby Investors

ERIK OLIN JOHNSON
FREDERICK RICHARDS MACLEAN
FREDERICK RICHARDS MACLEAN, JR.

Nearby Offices

EDWARD JONES · LIGHTHOUSE POINT, FL
STATE FARM INVESTMENT MANAGEMENT CORP. · Pompano Beach, FL
HINKLE FINANCIAL SERVICES LLC · POMPANO BEACH, FL

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