HJ
Heisey Jeffrey Walter
State-registered
Bank
CRD 170365
· SEC file 802-80421
· Fort Lauderdale
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ADV data as of Nov 11, 2014
- Regulatory AUM
- —
- Discretionary
- —
- Clients
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- Avg AUM / client
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- Accounts
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- Employees
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Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 11/11/2014 | 1.07 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
Not reported.
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Nov 11, 2014.
View current Form ADV (SEC/IAPD) ↗