Andrew Clayton Heinz

Employer firm

Overridge Wealth Advisors CRD 115009

$368M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/1996 → Present
  Lee Johnson Capital Mgmt Llc
  Ft. Worth, TX
• 09/2009 → 03/2023
  Triad Advisors, Inc
  Norcross, GA

Previous Registrations

• 1998-04-03 → 2009-10-01
  Transamerica Financial Advisors, Llc
  Ft. Worth, TX
  Heath, TX
  Fort Worth, TX

Other Businesses

1. OverRidge Wealth Advisors; investment related;6300 Ridglea Place, Suite 1020,Fort Worth,TX 76116;RIA;President and CEO;3/1/2018;160 hrs/month;6.5 hrs during trading; investment advisory services and portfolio management 2.Various insurance providers; INVESTMENT RELATED; 6300 RIDGLEA PLACE STE 1020 FORT WORTH TX 76116; FIXED ANNUITIES/LIFE INSURANCE; VICE PRESIDENT/CIO; 5.13.1996; 20HRS/MO; 30MIN/DAY; CLIENT REVIEWS

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-04-01