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5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-08-28 |
Branch Locations
5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
215 East Bay St Suite 500 E, Charleston, SC 29401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 04/2023 | 07/2025 |
| Staples | North Charleston | SC | 06/2021 | 04/2023 |
| Petsmart | North Charleston | SC | 06/2019 | 06/2021 |
| Starbucks | Charleston | SC | 11/2015 | 03/2019 |
| Unemployed | Summerville | SC | 03/2019 | 06/2019 |
| Kestra Private Wealth Services, Llc | Charleston | SC | 08/2025 | Present |
| Kestra Investment Services, Llc | Charleston | SC | 08/2025 | Present |
Name: FFA WEALTH POSITION: Wealth Advisor NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/28/2025 ADDRESS: 215 East Bay Street, Suite 500 E, Charleston SC 29401, United States DESCRIPTION: Manage client accounts in an advisory capacity and prospect new business. Name: HEILMAN HERITAGE WEALTH, LLC POSITION: Owner NATURE: LLC for tax purposes INVESTMENT RELATED: No # OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/09/2025 ADDRESS: 215 East Bay St, Suite 500E, Charleston SC 29401, United States DESCRIPTION: This is the LLC I've established for compensation from Freedom Fiduciary Advisors, our dba.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-27 |
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