Heather Rebecca Heron

Current Employers

Employment History

• 09/2013 → 10/2021
  Commonwealth Financial Network
  San Diego, CA
• 03/2018 → Present
  Planwise Retirement Strategies
  Austin, TX
• 03/2018 → 10/2021
  Planwise Financial Group
  Austin, TX
• 10/2021 → Present
  Lpl Financial Llc
  Austin, TX
• 10/2021 → 06/2024
  Global Retirement Partners, Llc
  San Rafael, CA
• 06/2024 → Present
  Wellth Advisory Services, Llc
  Shorewood, IL

Previous Registrations

• 2021-10-15 → 2024-07-05
  Global Retirement Partners Llc
  Austin, TX
  San Rafael, CA
• 2013-09-17 → 2021-10-18
  Commonwealth Financial Network
  Austin, TX
  Taylor, TX
  Austin, TX
• 2012-12-04 → 2013-10-10
  Lpl Financial Llc
  Austin, TX

Other Businesses

1)10/2021- STRATEGIC RETIREMENT PARTNERS- DBA for LPL Business (entity for LPL business)- inv. related- AUSTIN, TX 2)10/2021- PLANWISE RETIREMENT STRATEGIES- Business Entity For Tax/Investment Purposes Only- inv. related- Austin, TX - start date 5/2017- 2hrs/mth 3)05/23/2025 - Strategic Retirement Partners - Investment Related - Registered Investment Advisor DBA - At Reported Business Location(s) - Start Date- -06/01/2024- 02 Hrs/Mth - 02 Hrs During Trading. 4) 05/23/2025 - WELLth Advisory Services, LLC - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date- -07/01/2024 - 40 Hrs/Mth m- 40 Hrs During Trading. provide investment advisory services through WELLth Advisory Services, LLC, an independent investment advisor firm. I started this business activity in 7/2024. I expect to spend approximately 40 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S66 Uniform Combined State Law Examination
  2008-08-21

Other Names

• Heather Rebecca Heron
• Heather Rebecca Heron
• Heather Rebecca Stuart