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David Jon Heinemann

Edelman Financial Engines

Silver Spring, MD

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Current Employers
Edelman Financial Engines

3945 Freedom Circle, Santa Clara, CA 95054 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2018-11-01
TX RA APPROVED 2018-11-01
  • MD RA
    APPROVED
    Since 2018-11-01
  • TX RA
    APPROVED
    Since 2018-11-01

Branch Locations

12510 Prosperity Drive Suite 350, Silver Spring, MD 20904 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edelman Financial Services Llc Fairfax VA 07/2009 11/2018
Ef Legacy Securities, Llc Henrico VA 04/2016 10/2018
Financial Engines Advisors L.L.C. Sunnyvale CA 11/2018 Present
  • 07/2009 → 11/2018
    Edelman Financial Services Llc
    Fairfax, VA
  • 04/2016 → 10/2018
    Ef Legacy Securities, Llc
    Henrico, VA
  • 11/2018 → Present
    Financial Engines Advisors L.L.C.
    Sunnyvale, CA
Previous Registrations
  • 2009-07-20 → 2018-11-01
    Edelman Financial Services, Llc
    Fairfax, VA
    Silver Spring, MD
    Silver Spring, MD
  • 2007-11-30 → 2009-07-21
    Edelman Financial Advisors Llc
    Fairfax, VA
  • 2007-06-01 → 2007-11-29
    Edelman Financial Services, Llc
    Fairfax, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-11-10
S63 Uniform Securities Agent State Law Examination 1999-08-27
  • S66 Uniform Combined State Law Examination
    2006-11-10
  • S63 Uniform Securities Agent State Law Examination
    1999-08-27
Designations
Other Names
  • Dave Heinemann

View on SEC IAPD

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OSAIC WEALTH, INC. · Silver Spring, MD
ON INVESTMENT MANAGEMENT CO · SILVER SPRING, MD
STATE FARM INVESTMENT MANAGEMENT CORP. · Silver Spring, MD
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SILVER SPRING, MD
STATE FARM INVESTMENT MANAGEMENT CORP. · Silver Spring, MD
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