BILL HEART is an investment adviser representative (IAR) with state registration records since 2002, appearing at 4 firms. Currently registered with LPL FINANCIAL LLC.
| Firm | From | To | Current |
|---|---|---|---|
| LPL FINANCIAL LLC | 2025-09-12 | present | Yes |
| OSAIC WEALTH, INC. | 2024-01-19 | 2025-09-15 | — |
| WOODBURY FINANCIAL SERVICES, INC. | 2007-09-04 | 2024-01-19 | — |
| 1717 CAPITAL MANAGEMENT COMPANY | 2002-02-28 | 2007-09-11 | — |