Robert W. Spell
Professional summary
Robert William Spell is a registered financial professional currently at HERITAGE CAPITAL GROUP, INC. located in Jacksonville, Florida.
Robert is registered as a RR (Registered Representative) and started their career in finance in 2025. Robert has worked at 1 firm and has passed the Series 63, Series 7TO and SIE exams.
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Robert William Spell's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 19, 2025 - Present
HERITAGE CAPITAL GROUP, INC.
Office #1: 5210 Belfort Rd. # 300, Jacksonville, FL 32256State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(8/19/2025)
Exams
Series 7TO
Date: 6/19/2025
General Securities Representative ExaminationFINRA
Current Firm
HERITAGE CAPITAL GROUP, INC.
CRD#: 44053 / SEC#: , 8-50519
Contact information
FINRA licenses (17 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| WIGGINS, CHARLES DONALD | SHAREHOLDER | 2953990 |
| HOLLEY, CECIL MCNAIR | SHAREHOLDER | 5978590 |
| KRAVET, DOUGLAS MICHAEL | SHAREHOLDER/ FINOP | 4892745 |
| NICHOLSON, WILLIAM ROBERT | CCO | 4445995 |
| SERKIN, HOWARD CHARLES | SHAREHOLDER | 2956726 |
| KELLISON, CHARLES ALEXANDER | PRESIDENT/SHAREHOLDER | 5772126 |
| SORENSON, WILLIAM DICK | CEO/SHAREHOLDER | 6436196 |
Red Flags
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Company Information
HERITAGE CAPITAL GROUP, INC.
CRD#: 44053Jacksonville, FL 32256TRUST BUT VERIFY
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