Heath A. Brewer
Professional summary
Heath Allen Brewer, CFP® is a registered financial advisor currently at TRUMBOWER FINANCIAL ADVISORS LLC located in Bethesda, Maryland.
Heath is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Heath has worked at 5 firms and has passed the Series 65, Series 63, Series 55, Series 7, Series 4, Series 24, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Heath Allen Brewer's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 23, 2013 - Present
TRUMBOWER FINANCIAL ADVISORS LLC
Office #1: 3 Bethesda Metro Center Ste 340, Bethesda, MD 20814-5330July 2, 2012 - February 13, 2013
VIRTU AMERICAS LLC
November 13, 2003 - December 31, 2010
KNIGHT CAPITAL MARKETS LLC
February 21, 2002 - July 2, 2012
KNIGHT CAPITAL AMERICAS, L.P.
October 1, 1999 - February 19, 2002
TD AMERITRADE, INC.
Primary Firm SEC Registration
TRUMBOWER FINANCIAL ADVISORS LLC
CRD#: 107495 / SEC#: 801-51817
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/23/2013)
(9/23/2013)
Exams
Series 55
Date: 8/11/2000
Limited Representative-Equity Trader ExamCurrent Firm
TRUMBOWER FINANCIAL ADVISORS LLC
CRD#: 107495 / SEC#: 801-51817
Contact information
SEC notice filing (13 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 951 |
| AUM (Assets Under Management) | $ 1,831,276,498 |
Red Flags
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