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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)15 years in industry

HEATHER J GARDNER

Advisor at BEAM WEALTH ADVISORS, INC.

Atlanta, GA | JACKSONVILLE, FL | COVINGTON, LA

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Search this name across graphsid dfx:ria:8b7e39a0-712d-8b5f-dd1a-5adea9190b2f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:33 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Mar 14, 2011 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: BEAM WEALTH ADVISORS, INC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 12, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 4
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Feb 12, 2011
First registration: Mar 14, 2011
Dual registered: yes, broker-dealer
Other names: HEATHER LEIGH JONES|HEATHER LEIGH JONES|HEATHER JONES GARDNER
IAPD individual key: 5882325

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BEAM WEALTH ADVISORS, INC.	Independent wealth	Mar 19, 2024	n/a	yes	JACKSONVILLE, FL\|COVINGTON, LA\|Atlanta, GA	Current employment
BENEDETTI, GUCER & ASSOCIATES	Former SEC adviser	Feb 23, 2021	Jun 17, 2024	no	ATLANTA, GA\|JACKSONVILLE, FL	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Feb 7, 2014	Feb 16, 2021	no	JACKSONVILLE, FL\|PONTE VEDRA BEACH, FL\|JACKSONVILLE, FL	Previous registration
TRUSTWELL FINANCIAL ADVISORS, LLC	Independent wealth	Mar 14, 2011	Oct 15, 2013	no	JACKSONVILLE, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BENEDETTI, GUCER & ASSOCIATES	BEAM WEALTH ADVISORS, INC.	Jun 17, 2024	Mar 19, 2024	-90	Firm change after gap	RIA to RIA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	BENEDETTI, GUCER & ASSOCIATES	Feb 16, 2021	Feb 23, 2021	7	Firm change	Wirehouse to RIA
TRUSTWELL FINANCIAL ADVISORS, LLC	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Oct 15, 2013	Feb 7, 2014	115	Firm change	Other

Relationships

Registered with (4)

→ BEAM WEALTH ADVISORS, INC.Registered adviserregistration: current employment
Mar 19, 2024 to presentfactForm ADV
→ BENEDETTI, GUCER & ASSOCIATESRegistered adviserregistration: previous registration
Feb 23, 2021 to Jun 17, 2024factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Feb 7, 2014 to Feb 16, 2021factForm ADV
→ TRUSTWELL FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Mar 14, 2011 to Oct 15, 2013factForm ADV

Dated events

Occurred
Jun 17, 2024
Advisor changed firm
Heather J Gardner left Benedetti, Gucer & Associates for Beam Wealth Advisors, Inc. (registered 2024-03-19)
Form ADVobserved 6 days ago