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Carson Elwood Perkins

Heritage Retirement Advisors, LLC

Colleyville, TX

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Current Employers
Heritage Retirement Advisors, Llc

607 Cheek Sparger Road Suite 150, Colleyville, TX 76034 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-03-26
  • TX RA
    APPROVED
    Since 2024-03-26

Branch Locations

607 Cheek Sparger Road Suite 150, Colleyville, TX 76034 • 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 Retirement Advisors Colleyville TX 01/2023 Present
Marco's Pizza Lewisville TX 09/2021 01/2023
H-E-B Leander TX 05/2021 09/2021
Sul Ross University Alpine TX 08/2020 05/2021
Dominos Liberty Hill TX 05/2020 08/2020
Liberty Hill High School Liberty Hill TX 01/2012 05/2020
  • 01/2023 → Present
    Heritage Retirement Advisors
    Colleyville, TX
  • 09/2021 → 01/2023
    Marco's Pizza
    Lewisville, TX
  • 05/2021 → 09/2021
    H-E-B
    Leander, TX
  • 08/2020 → 05/2021
    Sul Ross University
    Alpine, TX
  • 05/2020 → 08/2020
    Dominos
    Liberty Hill, TX
  • 01/2012 → 05/2020
    Liberty Hill High School
    Liberty Hill, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-01-24
  • S65 Uniform Investment Adviser Law Examination
    2024-01-24
Other Names
  • Carson Perkins

View on SEC IAPD

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Other Investors

JEFFREY ADAM GRANGER
AUSTIN TYLER GANSKY
Kelci McGinnis
William M Nous
MATTHEW WALLACE
Jeffrey Jay Sanders
Kristin Elaine Chevalier
TYLER D LITTLE

Other Offices

J.P. MORGAN SECURITIES LLC · COLLEYVILLE, TX
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · COLLEYVILLE, TX
PNC WEALTH MANAGEMENT LLC · COLLEYVILLE, TX
EDWARD JONES · COLLEYVILLE, TX
LPL FINANCIAL LLC · COLLEYVILLE, TX
LPL FINANCIAL LLC · EULESS, TX
JASI FINANCIAL, INC. · GRAPEVINE, TX
ASCENT CAPITAL PARTNERS, LLC · Grapevine, TX

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