Denise Mary Heersema

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2013-08-26
TX	RA	APPROVED_RES	2013-07-22

Branch Locations

22 Bull St, Savannah, GA 31401 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Bank Of America, N.A.	Bonita Springs	FL	10/2008	Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Bonita Springs	FL	10/2009	Present

10/2008 → Present

Bank Of America, N.A.

Bonita Springs, FL
10/2009 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Bonita Springs, FL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2013-08-20
S63	Uniform Securities Agent State Law Examination	2000-11-10