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442 4Th Avenue, Indialantic, FL 32903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-02-22 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisors Llc | Denver | CO | 01/2014 | 07/2019 |
| Heron Financial Partners, Inc. | Melbourne | FL | 01/2014 | 07/2019 |
| Heron Equity Management, Llc | Indialantic | FL | 12/2019 | Present |
| Heron Professional Partners Inc. | Indialantic | FL | 08/2016 | Present |
| Gerald J. Fasanella, Sole Proprietor | Indialantic | FL | 04/2023 | Present |
| Heron Equity Management, Llc | Indialantic | FL | 02/2022 | Present |
Gerald J. Fasanella, Sole Proprietor; Indialantic, FL; Investment Related; Insurance Agent; Fixed Insurance Sales; Started 04/2023; Approximately 5% of time spent.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-11-09 |
| S63 | Uniform Securities Agent State Law Examination | 1993-04-12 |
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