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William Kirk

Heritage Wealth Management, Inc.

San Diego, CA

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Current Employers
Heritage Wealth Management, Inc.

11440 W. Bernardo Ct. Ste 390, San Diego, CA 92127 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-12
  • CA RA
    APPROVED
    Since 2026-01-12

Branch Locations

11440 W. Bernardo Ct. Ste 390, San Diego, CA 92127 • 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
Sanford C. Bernstein & Co., Llc San Diego CA 12/2022 10/2025
Guaranteed Rate San Diego CA 01/2021 11/2022
Unemployed San Diego CA 06/2019 02/2020
Robert Half San Diego CA 03/2020 04/2020
University Of Dallas Irving TX 08/2015 05/2019
Unemployed San Diego CA 05/2020 12/2020
Heritage Wealth Management, Inc. San Diego CA 10/2025 Present
  • 12/2022 → 10/2025
    Sanford C. Bernstein & Co., Llc
    San Diego, CA
  • 01/2021 → 11/2022
    Guaranteed Rate
    San Diego, CA
  • 06/2019 → 02/2020
    Unemployed
    San Diego, CA
  • 03/2020 → 04/2020
    Robert Half
    San Diego, CA
  • 08/2015 → 05/2019
    University Of Dallas
    Irving, TX
  • 05/2020 → 12/2020
    Unemployed
    San Diego, CA
  • 10/2025 → Present
    Heritage Wealth Management, Inc.
    San Diego, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-12
S63 Uniform Securities Agent State Law Examination 2023-04-06
  • S65 Uniform Investment Adviser Law Examination
    2026-01-12
  • S63 Uniform Securities Agent State Law Examination
    2023-04-06
Other Names
  • Will Kirk

View on SEC IAPD

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Other Offices

CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
RBC CAPITAL MARKETS, LLC · SAN DIEGO, CA
CETERA INVESTMENT MANAGEMENT LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA

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