Andrew Macintosh Heald

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Wellesley, MA
• 11/2016 → 05/2021
  Wells Fargo Clearing Services, Llc
  Wellesley, MA
• 05/2021 → Present
  Rbc Capital Markets, Llc
  Wellesley, MA

Previous Registrations

• 2009-04-27 → 2021-05-10
  Wells Fargo Clearing Services, Llc
  Wellesley, MA

Other Businesses

1) NAME OF ENTITY: Infant Toddler Children's Center; ADDRESS: 149 Central Street Acton, MA 01720; NOT INVESTMENT RELATED; BUSINESS DESCRIPTION: Daycare; CAPACITY: Board of Trustees; START DATE: 05/04/2021; DUTIES: Oversight of financial accounts and budget for the center; HOURS DEVOTED PER MONTH: 01; HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: None; 2) NAME OF ENTITY: Merriam School PTO ADDRESS: 11 Charter Road Acton, MA INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: PTO organization to support Merriam Elementary School CAPACITY: Treasurer START DATE: 12/01/2023 DUTIES: While I will have check-writing authority and be an authorized party on the bank account, current co-chairs will be writing checks and depositing/withdrawing funds from the bank account. My role will be to keep a ledger of all activity and providing information to the auditor/appropriate party for annual tax form filing. HOURS DEVOTED PER MONTH: 1 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0

Exams

• S66 Uniform Combined State Law Examination
  2008-01-15
• S63 Uniform Securities Agent State Law Examination
  1998-08-26