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Andrew Steven Heifer

Creativeone Wealth, LLC

Reading, PA

Overland Park, KS

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Current Employers
Creativeone Wealth, Llc

6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-02-09
  • PA RA
    APPROVED
    Since 2024-02-09

Branch Locations

2481 Lancaster Pike, Reading, PA 19607 • United States

6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Pinnacle Finance Llc Reading PA 05/2006 Present
Pinnacle Capital Advisors, Llc Reading PA 02/2009 12/2016
Virtue Capital Management, Llc Nashville TN 01/2017 02/2024
Still Shining, Llc Reading PA 03/2019 Present
Creativeone Wealth Overland Park KS 02/2024 Present
  • 05/2006 → Present
    Pinnacle Finance Llc
    Reading, PA
  • 02/2009 → 12/2016
    Pinnacle Capital Advisors, Llc
    Reading, PA
  • 01/2017 → 02/2024
    Nashville, TN
  • 03/2019 → Present
    Still Shining, Llc
    Reading, PA
  • 02/2024 → Present
    Creativeone Wealth
    Overland Park, KS
Previous Registrations
  • 2017-01-04 → 2024-02-12
    Reading, PA
    Brentwood, TN
  • 2009-05-07 → 2016-12-31
    Pinnacle Capital Advisors, Llc
    Reading, PA
    Reading, PA
    Shillington, PA
Other Businesses

PINNACLE FINANCE LLC;, Title: MEMBER, Description: , Start Date: 05-01-2006, Address:  READING, PA, Investment-related? NO, Hours per month: 5, During trading hours: 1 STILL SHINING, LLC; , Title: 50% OWNER, Description: DISTILLERY OF MOONSHINE, Start Date: 07-25-2019, Address: READING, PA, Investment-related? NO, Hours per month: 20-30, During trading hours: 8

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1998-03-26
  • S66 Uniform Combined State Law Examination
    1998-03-26
Other Names
  • Andy Heifer

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