Heather Megan Retzler

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Current Employers

Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2021-10-27
NC	RA	APPROVED	2021-10-25

TX RA
APPROVED

Since 2021-10-27
NC RA
APPROVED

Since 2021-10-25

Branch Locations

3200 Trent Rd, New Bern, NC 28562-5739 • 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

Organization	City	State	From	To
Edward Jones	New Bern	NC	11/2017	Present
Publix Supermarkets	New Bern	NC	05/2003	Present

11/2017 → Present

Edward Jones

New Bern, NC
05/2003 → Present

Publix Supermarkets

New Bern, NC

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-10-22

S66 Uniform Combined State Law Examination

2021-10-22

Other Names

Heather M Retzler
Heather Retzler

View on SEC IAPD

Other Firms

BLUESKY WEALTH ADVISORS, LLC

LPL ENTERPRISE, LLC

FIRST CITIZENS INVESTOR SERVICES, INC.

BANKERS LIFE ADVISORY SERVICES, INC.

PRINCIPAL SECURITIES, INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

COMMONWEALTH FINANCIAL NETWORK

Other Investors

DAVID LAURENCE BLAIN

Christie Lynn Bonacci

MADELINE VALENTE

TARA LORRAINE HUGHES

Other Offices

BLUESKY WEALTH ADVISORS, LLC · NEW BERN, NC

EDWARD JONES · New Bern, NC

LPL ENTERPRISE, LLC · NEW BERN, NC

FIRST CITIZENS INVESTOR SERVICES, INC. · New Bern, NC

BANKERS LIFE ADVISORY SERVICES, INC. · New Bern, NC

COOPER MCMANUS · NEW BERN, NC

PRINCIPAL SECURITIES, INC. · NEW BERN, NC

STATE FARM INVESTMENT MANAGEMENT CORP. · New Bern, NC

More in New Bern, NC

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