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Robert Lewis Heintz

Planning Associates Wealth Management, LLC

Metairie, LA

Pearland, TX

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Current Employers
Planning Associates Wealth Management, Llc

3501 North Causeway Boulevard Suite 104, Metairie, LA 70002 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-04-16
  • TX RA
    APPROVED
    Since 2020-04-16

Branch Locations

3501 North Causeway Boulevard Suite 104, Metairie, LA 70002 • United States

Pearland, TX • 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
Self Employed Pearland TX 01/2011 12/2019
Planning Associates Wealth Management Metairie LA 04/2020 Present
Unemployed Pearland TX 01/2020 03/2020
  • 01/2011 → 12/2019
    Self Employed
    Pearland, TX
  • 04/2020 → Present
    Planning Associates Wealth Management
    Metairie, LA
  • 01/2020 → 03/2020
    Unemployed
    Pearland, TX
Previous Registrations
  • 2007-11-08 → 2011-05-10
    Avalon Investment & Advisory
    Houston, TX
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1987-03-12
  • S63 Uniform Securities Agent State Law Examination
    1987-03-12
Designations
Other Names
  • Robert Heintz

View on SEC IAPD

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Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Metairie, LA
AMERITAS ADVISORY SERVICES, LLC · Metairie, LA
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC · Metairie, LA
MERCER GLOBAL ADVISORS INC. · Metairie, LA
LPL ENTERPRISE, LLC · METAIRIE, LA
GUILBAULT CAPITAL · METAIRIE, LA
SISUNG INVESTMENT MANAGEMENT SERVICES LLC · METAIRIE, LA
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