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Amanda Lyn Heagerty
Amanda Heagerty, Amanda Lyn Stevens
CRD#: 6698102
IA
Investment Adviser
B
Broker
HORIZON FINANCIALCRD#: 305239 5582 West Henrietta Road
West Henrietta, NY 14586
PRIVATE CLIENT SERVICES, LLCCRD#: 120222 5582 WEST HENRIETTA ROAD
WEST HENRIETTA, NY 14586
Registration History
20162017201820192020202120222023202420252026IAHORIZON FINANCIAL (CRD# 305239)2020 - Present (5 years)BPRIVATE CLIENT SERVICES, LLC (CRD# 120222)2021 - Present (4 years)BSECURITIES AMERICA, INC. (CRD# 10205)2020 - 2020 (<1 year)BSECURITIES SERVICE NETWORK, LLC (CRD# 13318)2018 - 2020 (2 years)BCITIZENS SECURITIES, INC. (CRD# 39550)2016 - 2018 (1 year)
License(s)

State Registrations

IA
Florida 1/21/2020

IA
New York 6/1/2021

B
New York 1/4/2021

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
HORIZON FINANCIAL (CRD#:305239)
5582 West Henrietta Road, West Henrietta, NY 14586
Registered with this firm since 1/21/2020

B
PRIVATE CLIENT SERVICES, LLC (CRD#:120222)
5582 WEST HENRIETTA ROAD, WEST HENRIETTA, NY 14586
Registered with this firm since 1/4/2021

Previous Registration(s)
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B
09/18/2020 - 12/31/2020 SECURITIES AMERICA, INC. (CRD#:10205) West Henrietta, NY
B
01/05/2018 - 09/18/2020 SECURITIES SERVICE NETWORK, LLC (CRD#:13318) West Henrietta, NY
B
09/29/2016 - 01/09/2018 CITIZENS SECURITIES, INC. (CRD#:39550) ROCHESTER, NY
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B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.