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Current Employers
Heron Bay Capital Management

40701 Woodward Ave Suite 104, Bloomfield Hills, MI 48304 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-01-01
  • MI RA
    APPROVED
    Since 2025-01-01

Branch Locations

Bloomfield Hills, MI • 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
Seizert Capital Partners Birmingham MI 07/2014 10/2019
Heron Bay Capital Management, Llc Bloomfield Hills MI 10/2019 Present
  • 07/2014 → 10/2019
    Birmingham, MI
  • 10/2019 → Present
    Heron Bay Capital Management, Llc
    Bloomfield Hills, MI
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-08-29
  • S65 Uniform Investment Adviser Law Examination
    2014-08-29

View on SEC IAPD

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