Matthew D Heck

Current Employers

Employment History

• 03/2006 → 09/2018
  Charles Schwab & Co.,Inc.
  Lyndhurst, OH
• 11/2018 → 09/2019
  Cetera Advisor Networks Llc
  El Segundo, CA
• 09/2019 → 11/2020
  Amfg Wealth Management Llc
  Westlake, OH
• 11/2018 → Present
  Westpoint Wealth Management Llc
  Berea, OH
• 12/2020 → 09/2022
  Gross Investments Llc
  Brunswick, OH
• 10/2020 → Present
  Westpoint Wealth Management Llc
  Berea, OH

Previous Registrations

• 2020-12-14 → 2022-09-22
  Gross Investments Llc
  Valley City, OH
• 2019-09-12 → 2020-11-03
  Amfg Wealth Management Llc
  Berea, OH
  Westlake, OH
• 2018-11-27 → 2019-09-16
  Cetera Wealth Services, Llc
  Berea, OH
• 2006-03-21 → 2018-09-13
  Charles Schwab & Co., Inc.
  Westlake, OH
  Orange Village, OH
• 2005-09-28 → 2006-03-27
  Transamerica Financial Advisors, Llc
  Canton, OH
  Carmel, IN
  Canton, OH
• 2003-01-22 → 2005-09-14
  Equitable Advisors, Llc
  Akron, OH

Other Businesses

1.NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG-TERM CARE 2.NAME OF OTHER BUSINESS: WEST POINT WEALTH MANAGEMENT, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 10/2018 POSITION/TITLE/RELATIONSHIP: IAR / insurance agent APX NUMBER OF HOURS PER WEEK: 10 APX NUMBER OF HOURS DURING TRADING HOURS: 10 BRIEF DESCRIPTION OF DUTIES: IAR / insurance agent 3.NAME OF OTHER BUSINESS: Sangria Stand LLC INVESTMENT RELATED: No ADDRESS: 43 Lincoln way Massillon Oh 44646 NATURE OF BUSINESS: Sangria Stand START DATE: 10/01/2020 POSITION/TITLE/RELATIONSHIP: My Family owns a Bar, called the Sangria Stand LLC. I DO NOT have any ownership in the LLC. The LLC is a sole proprietor of my wife, and the only member. APX NUMBER OF HOURS PER WEEK: 7.5 BRIEF DESCRIPTION OF DUTIES: My wife owns the business, I help and support her. I DO NOT receive any direct compensation or revenue from the LLC. I am nor and employee or member of the LLC.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-02-02
• S63 Uniform Securities Agent State Law Examination
  1997-06-13

Other Names

• Matthew Heck
• Matthew David Heck