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James David Heidt

Archer Investment Corporation

Kailua, HI

Carmel, IN

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Current Employers
Archer Investment Corporation

11711 N. College Ave Suite 200, Carmel, IN 46032 • United States

Current Registrations

AuthorityCategoryStatusDate
HI RA APPROVED 2024-07-05
  • HI RA
    APPROVED
    Since 2024-07-05

Branch Locations

Kailua, HI • United States

11711 N. College Ave Suite 200, Carmel, IN 46032 • 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
Heidt Family Educational Trust Kailua HI 05/2014 Present
Accumulus Advisors Honolulu HI 05/2022 03/2023
Burril Cpa Kailua Kona HI 04/2023 05/2023
  • 05/2014 → Present
    Heidt Family Educational Trust
    Kailua, HI
  • 05/2022 → 03/2023
    Accumulus Advisors
    Honolulu, HI
  • 04/2023 → 05/2023
    Burril Cpa
    Kailua Kona, HI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-05
  • S65 Uniform Investment Adviser Law Examination
    2024-07-05

View on SEC IAPD

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