Andrew Clayton Heinz

Current Employers

Overridge Wealth Advisors

6300 Ridglea Place Suite 1020, Fort Worth, TX 76116 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2004-05-12

TX RA
APPROVED

Since 2004-05-12

Branch Locations

6300 Ridglea Place Suite 1020, Fort Worth, TX 76116 • 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

Organization	City	State	From	To
Lee Johnson Capital Mgmt Llc	Ft. Worth	TX	03/1996	Present
Triad Advisors, Inc	Norcross	GA	09/2009	03/2023

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

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1998-04-01

S63 Uniform Securities Agent State Law Examination

1998-04-01

View on SEC IAPD

Current Employers

Overridge Wealth Advisors

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Other Firms

Other Investors

Other Offices

Reviews