Heidi Sarah Hirsh

Current Employers

Employment History

• 12/2015 → 11/2017
  Girard Securities
  Langhorne, PA
• 12/2015 → 05/2021
  Goldman Sachs/United Capital Financial Advisers, Llc
  Newport Beach, CA
• 11/2017 → 08/2020
  Cetera Advisor Networks Llc
  El Segundo, CA
• 09/2017 → 12/2019
  My Perfect Ensemble Llc
  Yardley, PA
• 05/2021 → Present
  Anthony Petsis, Clu Chfc, Llc
  Newtown, PA
• 05/2021 → Present
  Osaic Wealth, Inc.
  Newtown, PA
• 06/2021 → Present
  Anthony Petsis & Associates, Inc
  Newtown, PA

Previous Registrations

• 2015-12-02 → 2021-06-29
  United Capital Financial Advisors
  Langhorne, PA
• 2017-11-01 → 2017-11-13
  Cetera Wealth Services, Llc
  Langhorne, PA
• 2015-12-02 → 2017-11-01
  Girard Securities, Inc.
  Langhorne, PA
  San Diego, CA
• 2014-09-09 → 2015-12-02
  Centaurus Financial, Inc.
  Langhorne, PA
  Santa Barbara, CA
• 2008-11-03 → 2014-08-11
  Osaic Wealth, Inc.
  Ft. Washington, PA
• 2006-01-25 → 2014-08-08
  Retirement Advisory Services Corp
  Willow Grove, PA
  Fort Washington, PA
• 2005-07-08 → 2005-12-06
  Mercadien Asset Management, Llc
  Hamilton, NJ

Other Businesses

1. ANTHONY PETSIS CLU, ChFC, LLC POSITION: Insurance Agent, Registered Rep/Investment Advisor Rep NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 06/01/2021 ADDRESS: 401 S. State Street, Newtown PA 18940, United States DESCRIPTION: Insurance agent 2. ANTHONY PETSIS & ASSOCIATES, INC. POSITION: Investment Advisory Representative NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 06/01/2021 ADDRESS: 401 S. State Street, Newtown PA 18940, United States DESCRIPTION: Financial planning

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-07-07
• S63 Uniform Securities Agent State Law Examination
  1997-05-07

Other Names

• Heidi Schoenberg
• Heidi Sarah Capizzi