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Current Employers
Heritage Investment Group, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2017-11-09
  • FL RA
    APPROVED
    Since 2017-11-09

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 10/2017 Present
Tobias Financial Advisors, Inc. Plantation FL 08/2016 08/2017
Previous Registrations
Other Businesses

1. Various insurance companies; Non Investment-Related; Sunrise, FL; Insurance; Insurance Agent; 03/23/2017; 0 hrs/mo; 0 hrs/mo during securities trading hours; No duties at this time. 2. Realejo 4 MA, Inc.; Non Investment-Related; Coconut Creek, FL; Operates franchise of Aroma Joe Coffee House; Director, Vice President; 10/2020; 0 hrs/mo; 0 hrs/mo during securities trading hours; None.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-09-24
  • S66 Uniform Combined State Law Examination
    2015-09-24
Designations

View on SEC IAPD

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