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Charles Lewis Heekin

Millennial Wealth Advisors

Delray Beach, FL

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Current Employers
Millennial Wealth Advisors

Delray Beach, FL • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APP_PEND_IARCE 2026-01-01
IL RA APP_PEND_IARCE 2026-01-01
OH RA APPROVED 2015-10-16
  • FL RA
    APP_PEND_IARCE
    Since 2026-01-01
  • IL RA
    APP_PEND_IARCE
    Since 2026-01-01
  • OH RA
    APPROVED
    Since 2015-10-16

Branch Locations

Delray Beach, FL • 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
Millennial Wealth Advisors. Llc Delray Beach FL 12/2014 Present
  • 12/2014 → Present
    Millennial Wealth Advisors. Llc
    Delray Beach, FL
Previous Registrations
  • 2012-11-28 → 2014-12-31
    Forestview Wealth Management, Llc
    Chicago, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-03-07
S63 Uniform Securities Agent State Law Examination 1993-08-19
  • S65 Uniform Investment Adviser Law Examination
    2015-03-07
  • S63 Uniform Securities Agent State Law Examination
    1993-08-19
Other Names
  • Charles Lewis Heekin
  • Charlie Heekin
  • Charles Heekin

View on SEC IAPD

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