Best Investors Account Sign in
Inactive

Heidi Barber

De Mayo Financial

Atascadero, CA

Claim This Profile
Current Employers
De Mayo Financial

Atascadero, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-01-01
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

Atascadero, CA • 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
Royal Alliance Associates, Inc. Livermore CA 05/1990 Present
  • 05/1990 → Present
    Royal Alliance Associates, Inc.
    Livermore, CA
Previous Registrations
  • 2009-02-19 → 2014-03-10
    National Planning Corporation
    Livermore, CA
    Alameda, CA
    San Francisco, CA
  • 1999-10-19 → 2009-03-04
    Osaic Wealth, Inc.
    Livermore, CA
    Livermore, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1993-12-11
  • S63 Uniform Securities Agent State Law Examination
    1993-12-11
Other Names
  • Heidi Lezak
  • Heidi Demayo

View on SEC IAPD

More in Atascadero, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor