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HL

Heidy M. Liranzo

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CRD#: 5272971
HL

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Heidy M Liranzo, who also goes by Heidy M Medina, was a registered financial professional .

Heidy is a previously registered financial professional and started their career in finance in 2009. Heidy had worked at 1 firm and has passed the Series 11 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Heidy M Medina

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

April 15, 2013 - May 11, 2017

ATLAS ONE FINANCIAL GROUP, LLC

BD
CRD#: 124057
MIAMI, FL
Past

June 30, 2009 - June 15, 2011

ATLAS ONE FINANCIAL GROUP, LLC

BD
CRD#: 124057
MIAMI, FL

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


General Industry/Product Exam
RR
Series 11
Date: 6/28/2009
Assistant Representative-Order Processing Qualification Exam

Current Firm


AO
ATLAS ONE FINANCIAL GROUP, LLC
ATLAS ONE FINANCIAL GROUP, LLC

CRD#: 124057 / SEC#: , 8-65620

BD
Terminated by SEC on 05/12/2017
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 07/30/2002
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
ATLAS WEALTH HOLDINGS LLCMANAGING MEMBER
GILMAN, ROBERT CRAIGFINOP1738412
MENDEZ, MARCO ANTONIOSECONDARY PRINCIPAL1175827
ORTEGA, JOSE FELIPEMANAGING PARTNER / CHIEF COMPLIANCE OFFICER5137925

Disclosures


Regulatory Event3
Arbitration1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


ATLAS ONE FINANCIAL GROUP, LLC

CRD#: 124057

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