Best Investors Account Sign in

Megan Heffron

Alliancebernstein L.P.

Tampa, FL

Claim This Profile
Current Employers
Alliancebernstein L.P.

501 Commerce Street, Nashville, TN 37203 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-05-22
  • FL RA
    APPROVED
    Since 2024-05-22

Branch Locations

101 East Kennedy Blvd. 32Nd Floor, Tampa, FL 33602 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Tampa FL 10/2017 05/2024
First National Bank Of Pierre Englewood CO 10/2016 06/2017
Hire Connections (Jnaus Henderson Investors) Englewood CO 06/2017 07/2017
Franklin Templeton Investors St Peteresburg FL 09/2017 09/2017
Unemployed Parker CO 07/2017 09/2017
Unemployed Parker CO 05/2016 10/2016
Bank Of America, N.A. Tampa FL 03/2018 05/2024
Alliance Bernstein Tampa FL 05/2024 Present
  • 10/2017 → 05/2024
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Tampa, FL
  • 10/2016 → 06/2017
    First National Bank Of Pierre
    Englewood, CO
  • 06/2017 → 07/2017
    Hire Connections (Jnaus Henderson Investors)
    Englewood, CO
  • 09/2017 → 09/2017
    Franklin Templeton Investors
    St Peteresburg, FL
  • 07/2017 → 09/2017
    Unemployed
    Parker, CO
  • 05/2016 → 10/2016
    Unemployed
    Parker, CO
  • 03/2018 → 05/2024
    Bank Of America, N.A.
    Tampa, FL
  • 05/2024 → Present
    Alliance Bernstein
    Tampa, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-02-15
  • S66 Uniform Combined State Law Examination
    2018-02-15
Designations
Other Names
  • Megan R Heffron

View on SEC IAPD

Other Firms

STRATEGIC WEALTH INVESTMENT GROUP, LLC
INDEPENDENT ADVISOR ALLIANCE, LLC
UNITED CAPITAL FINANCIAL ADVISORS
FLORIDA FINANCIAL ADVISORS, LLC
AE WEALTH MANAGEMENT, LLC
INDEPENDENT FINANCIAL PARTNERS
TRUADVISORS
AMERICAN FAMILY LEGACY GROUP

Other Investors

PETER CASEY GAYLE
John Luke Robinson
MICHAEL MOFFA
JANET L CHRISTIANSEN
MATTHEW VERSAGE
Martin Adolfo Montana
Frank Cooper Finley
Jeferson Josue Velasquez

Other Offices

STRATEGIC WEALTH INVESTMENT GROUP, LLC · Tampa, FL
INDEPENDENT ADVISOR ALLIANCE, LLC · Tampa, FL
UNITED CAPITAL FINANCIAL ADVISORS · TAMPA, FL
FLORIDA FINANCIAL ADVISORS, LLC · Tampa, FL
AE WEALTH MANAGEMENT, LLC · Tampa, FL
INDEPENDENT FINANCIAL PARTNERS · TAMPA, FL
TRUADVISORS · TAMPA, FL
AMERICAN FAMILY LEGACY GROUP · TAMPA, FL

More in Tampa, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor