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Biran Clifford Herndon

Herndon Wealth Services Inc

Vero Beach, FL

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Current Employers
Herndon Wealth Services Inc

916 20Th Place, Vero Beach, FL 32960 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-10-23
  • FL RA
    APPROVED
    Since 2025-10-23

Branch Locations

916 20Th Place, Vero Beach, FL 32960 • 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
Elite Tax Advisory Services, Llc Vero Beach FL 01/2008 Present
Forta Financial Group, Inc Greenwood Village CO 10/2020 12/2020
Brookstone Wealth Advisors, Llc Vero Beach FL 05/2022 07/2022
Brookstone Wealth Advisors Wheaton IL 05/2022 07/2022
Impact Partnership Wealth, Llc Marietta GA 08/2022 12/2023
Herndon Wealth Services Inc. Vero Beach FL 03/2024 Present
Tillery Organics, Llc; Vero Beach FL 12/2019 Present
  • 01/2008 → Present
    Elite Tax Advisory Services, Llc
    Vero Beach, FL
  • 10/2020 → 12/2020
    Forta Financial Group, Inc
    Greenwood Village, CO
  • 05/2022 → 07/2022
    Vero Beach, FL
  • 05/2022 → 07/2022
    Brookstone Wealth Advisors
    Wheaton, IL
  • 08/2022 → 12/2023
    Marietta, GA
  • 03/2024 → Present
    Vero Beach, FL
  • 12/2019 → Present
    Tillery Organics, Llc;
    Vero Beach, FL
Previous Registrations
  • 2024-05-29 → 2024-12-31
    Vero Beach, FL
  • 2022-08-23 → 2023-12-11
    Vero Beach, FL
    Marietta, GA
  • 2022-05-11 → 2022-07-26
    Wheaton, IL
    Vero Beach, FL
  • 2021-08-06 → 2021-11-09
    Lifepro Asset Management
    Vero Beach, FL
    San Diego, CA
  • 2020-10-26 → 2020-12-23
    Forta Financial Group, Inc.
    Greenwood Village, CO
    Vero Beach, FL
  • 2014-07-16 → 2015-12-31
    Bch Financial, Inc.
    Vero Beach, FL
  • 2008-03-07 → 2008-09-12
    Palm Beach Gardens, FL
    Palm Beach Gardens, FL
    Port Saint Lucie, FL
  • 2007-07-06 → 2007-12-04
    The Mcenerney Group
    Melbourne, FL
  • 2002-02-27 → 2003-01-14
    Ft. Pierce , FL
Other Businesses

ELITE TAX ADVISORY SERVICES, LLC; INVESTMENT RELATED; VERO BEACH, FL; TAX PREPARATION SERVICES, TAX PREPARATION, INSURANCE AGENT; JANUARY 2008; 160 Hours a month

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-08-17
S66 Uniform Combined State Law Examination 1998-12-19
S63 Uniform Securities Agent State Law Examination 1994-11-18
  • S65 Uniform Investment Adviser Law Examination
    2020-08-17
  • S66 Uniform Combined State Law Examination
    1998-12-19
  • S63 Uniform Securities Agent State Law Examination
    1994-11-18
Other Names
  • Biran Clifford Herndon

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