Will H. Hendricks
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.
Will Heaton Hendricks, CFP®, who also goes by Will H Hendricks, Will Heaton H Hendricks, was a registered financial professional .
Will is a previously registered financial professional and started their career in finance in 2013. Will had worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
August 13, 2024 - April 23, 2025
LION STREET ADVISORS, LLC
August 13, 2024 - April 23, 2025
LION STREET FINANCIAL, LLC
May 23, 2024 - August 1, 2024
J.P. MORGAN SECURITIES LLC
September 29, 2023 - August 1, 2024
J.P. MORGAN SECURITIES LLC
March 23, 2023 - August 5, 2024
J.P. MORGAN PRIVATE WEALTH ADVISORS LLC
April 29, 2016 - September 29, 2023
FIRST REPUBLIC SECURITIES COMPANY, LLC
August 12, 2013 - May 10, 2016
UBS FINANCIAL SERVICES INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
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Exams
Current Firm
LION STREET ADVISORS, LLC
CRD#: 167610 / SEC#: 801-107414
Contact information
Documents
Regulatory assets under management
| Total Number of Accounts | 7,668 |
| AUM (Assets Under Management) | $ 3,177,363,713 |
Red Flags
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