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RH

Ross E. Heath

AI INVESTOR 360
FLOWER MOUND, TX
CRD#: 8041750
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RH
Ross Evan HeathAI INVESTOR 360

Professional summary

Ross Evan Heath, who also goes by Ross Heath, is a registered financial advisor currently at AI INVESTOR 360 located in Flower Mound, Texas.

Ross is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Ross has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Ross Heath

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) - RIA

Click below to view Ross Evan Heath's CRS (Customer Relationship Summary).

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

Current

March 28, 2025 - Present

AI INVESTOR 360

RIA
CRD#: 334235
FLOWER MOUND, TX

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(3/28/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/10/2024
Uniform Investment Adviser Law Examination

Current Firm

AI
AI INVESTOR 360
AI INVESTOR 360 | AI INVESTOR360 LLC

CRD#: 334235 / SEC#:

Texas
Registered Investment Advisory firm - (3/28/2025 Approved)
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Contact information

Main Address
Flower Mound, TX
Mailing Address
Phone number
(469) 803-6618
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

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

AI INVESTOR 360

CRD#: 334235Flower Mound, TX

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