HE MA is an investment adviser representative (IAR) with state registration records since 2013, appearing at 4 firms. Currently registered with CSP FINANCIAL GROUP LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CSP FINANCIAL GROUP LLC | 2024-06-10 | present | Yes |
| LIFETYME FINANCIAL ADVISORS, LLC | 2017-08-22 | 2024-06-06 | — |
| TRANSAMERICA FINANCIAL ADVISORS, LLC | 2014-10-30 | 2015-11-30 | — |
| PFS INVESTMENTS INC. | 2013-12-12 | 2014-08-21 | — |