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Nathan Wayne Burleson

Heritage Wealth Management

Houston, TX

CRD 7521339

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Employer firm

Heritage Wealth Management CRD 122394

$358M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Heritage Wealth Management

4400 Post Oak Parkway Suite 2510, Houston, TX 77027 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-05-22
  • TX RA
    APPROVED
    Since 2026-05-22

Branch Locations

4400 Post Oak Parkway Suite 2510, Houston, TX 77027 • 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
Pfs Investments Inc. Houston TX 04/2022 10/2022
University Of Houston Houston TX 08/2020 12/2023
Precision Seamless Gutters Richmond TX 08/2020 08/2023
Needville High School Needville TX 08/2016 08/2020
Affordable Moonwalks Richmond TX 06/2021 08/2022
Sugarland Skeeters Sugarland TX 04/2019 10/2019
University Of Houston Houston TX 09/2022 05/2023
Heritage Wealth Management Houston TX 01/2023 Present
  • 04/2022 → 10/2022
    Pfs Investments Inc.
    Houston, TX
  • 08/2020 → 12/2023
    University Of Houston
    Houston, TX
  • 08/2020 → 08/2023
    Precision Seamless Gutters
    Richmond, TX
  • 08/2016 → 08/2020
    Needville High School
    Needville, TX
  • 06/2021 → 08/2022
    Affordable Moonwalks
    Richmond, TX
  • 04/2019 → 10/2019
    Sugarland Skeeters
    Sugarland, TX
  • 09/2022 → 05/2023
    University Of Houston
    Houston, TX
  • 01/2023 → Present
    Heritage Wealth Management
    Houston, TX
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2022-07-01
  • S63 Uniform Securities Agent State Law Examination
    2022-07-01
Designations
  • Certified Financial Planner
Other Names
  • Nathan Burleson

View on SEC IAPD

Nearby Firms

BRIDGE CAPITAL ADVISORS
TSA WEALTH MANAGEMENT
PEREA CAPITAL

Nearby Investors

John Charles Robinson
CRYSTAL ALLISON MCKEON
AUSTIN GENTRY MARRS

Nearby Offices

BRIDGE CAPITAL ADVISORS · HOUSTON, TX
TSA WEALTH MANAGEMENT · HOUSTON, TX
PEREA CAPITAL · HOUSTON, TX

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