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Heather Marie Fowler

A4 Wealth Advisors LLC

Huntersville, NC

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Current Employers
A4 Wealth Advisors Llc

16140 Northcross Drive, Huntersville, NC 28078 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-05-01
  • NC RA
    APPROVED
    Since 2024-05-01

Branch Locations

16140 Northcross Drive, Huntersville, NC 28078 • 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
A4 Wealth Advisors Llc Huntersville NC 04/2024 Present
World Wide Financial Solutions, Llc Dba A4 Insurance Solutions Huntersville NC 02/2023 Present
Thrive Mortgage Georgetown TX 08/2020 12/2023
Covius Services Llc Tampa FL 08/2015 08/2020
Heathergrown, Llc Denver NC 01/2025 01/2026
  • 04/2024 → Present
    Huntersville, NC
  • 02/2023 → Present
    World Wide Financial Solutions, Llc Dba A4 Insurance Solutions
    Huntersville, NC
  • 08/2020 → 12/2023
    Thrive Mortgage
    Georgetown, TX
  • 08/2015 → 08/2020
    Covius Services Llc
    Tampa, FL
  • 01/2025 → 01/2026
    Heathergrown, Llc
    Denver, NC
Other Businesses

(1)World Wide Financial Solutions, LLC dba A4 Insurance Solutions; Yes; Insurance Services; Insurance Agent/ Client Associate; 02/2023; 0/ HRS MO; 0/ HRS MO

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-03-30
  • S65 Uniform Investment Adviser Law Examination
    2024-03-30

View on SEC IAPD

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