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850 Nw Federal Hwy, Ste. 152, Stuart, FL 34994 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-07-12 |
Branch Locations
850 Nw Federal Hwy, Ste. 152, Stuart, FL 34994 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| W.H. Financial Services, Inc. | Stuart | FL | 10/2002 | Present |
| Tounjian Advisory Group, Llc | Fort Myers | FL | 11/2010 | 10/2017 |
William Henry Hazlett is an independent licensed insurance agent, and from time to time, will offer clients advice or products from those activities. Clients should be aware that these services pay a commission or other compensation and involve a conflict of interest, as commissionable products conflict with the fiduciary duties of a registered investment adviser. WHF always acts in the best interest of the client; including the sale of commissionable products to advisory clients. Clients are in no way required to utilize the services of any representative of WHF in connection with such individual's activities outside of WHF.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-03-21 |
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