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Inactive

Heath Edward Hampton

Boldin Advisors

Kathleen, GA

Mill Valley, CA

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Current Employers
Boldin Advisors

1 Belvedere Place Suite 200, Mill Valley, CA 94941 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2026-06-26
TX RA APPROVED_RES 2026-06-26
  • GA RA
    APPROVED
    Since 2026-06-26
  • TX RA
    APPROVED_RES
    Since 2026-06-26

Branch Locations

Kathleen, GA • United States

1 Belvedere Place Suite 200, Mill Valley, CA 94941 • 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
Self Employed Macon GA 11/2010 08/2019
Facet Wealth Baltimore MD 08/2019 10/2021
Lpl Financial Llc Kathleen GA 10/2021 06/2023
Ndvr Boston MA 06/2023 10/2023
Family Specialty Care Kathleen GA 10/2023 06/2026
Origin Investment Advisory Kathleen GA 11/2025 06/2026
Newretirement Advisors Llc D/B/A Boldin Advisors Kathleen GA 06/2026 Present
  • 11/2010 → 08/2019
    Self Employed
    Macon, GA
  • 08/2019 → 10/2021
    Facet Wealth
    Baltimore, MD
  • 10/2021 → 06/2023
    Kathleen, GA
  • 06/2023 → 10/2023
    Ndvr
    Boston, MA
  • 10/2023 → 06/2026
    Family Specialty Care
    Kathleen, GA
  • 11/2025 → 06/2026
    Origin Investment Advisory
    Kathleen, GA
  • 06/2026 → Present
    Newretirement Advisors Llc D/B/A Boldin Advisors
    Kathleen, GA
Previous Registrations
  • 2025-12-12 → 2026-06-15
    Sarasota, FL
    Kathleen, GA
  • 2023-07-13 → 2023-10-31
    Ndvr
    Kathleen, GA
  • 2021-11-08 → 2023-06-29
    Kathleen, GA
    Fort Mill, SC
  • 2019-09-06 → 2021-12-06
    Kathleen, GA
    West Palm Beach, FL
  • 2009-06-04 → 2010-11-12
    Macon, GA
    Atlanta, GA
    Atlanta, GA
  • 2007-01-23 → 2009-06-01
    Banc Of America Investment Services, Inc.
    Atlanta, GA
    Macon, GA
    Atlanta, GA
  • 2006-09-13 → 2007-01-18
    Truist Investment Services, Inc.
    Atlanta, GA
    Stockbridge, GA
    Mcdonough, GA
    Jonesboro, GA
    Mcdonough, GA
    Mcdonough, GA
    Hampton, GA
    Hampton, GA
    Mcdonough, GA
    Stockbridge, GA
    Riverdale, GA
  • 2006-08-22 → 2006-08-29
    Kathleen, GA
    Plano, TX
  • 2002-07-29 → 2006-08-07
    Truist Investment Services, Inc.
    Warner Robins, GA
    Macon, GA
    Macon, GA
    Warner Robins, GA
    Warner Robins, GA
    Warner Robins, GA
Other Businesses

1) Hampton Consulting / Investment-related / Address: 130 River Valley Trail, Kathleen, GA 31047 / Nature of Business: Index Futures Trading / Title: Owner / Start Date: 11/2023 / Hours Per Month: 2 Hours, 1 Hour during Securities Trading / Duties: Trade index futures for a prop firm utilizing an automated system.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-07-24
S65 Uniform Investment Adviser Law Examination 1996-09-06
S63 Uniform Securities Agent State Law Examination 1996-08-19
  • S66 Uniform Combined State Law Examination
    2002-07-24
  • S65 Uniform Investment Adviser Law Examination
    1996-09-06
  • S63 Uniform Securities Agent State Law Examination
    1996-08-19
Designations

View on SEC IAPD

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