David Heitner

Current Employers

Employment History

• 10/2018 → 03/2022
  Independent Financial Group
  Old Tappan, NJ
• 11/2003 → Present
  Heits Building Services, Inc.
  Hackensack, NJ
• 04/2022 → 06/2024
  Securities America, Inc
  Garden City, NY
• 07/2023 → 06/2024
  Securities America Advisors
  Garden City, NY
• 06/2024 → 02/2025
  Osaic Wealth, Inc.
  Garden City, NY
• 06/2024 → 02/2025
  Osaic Wealth, Inc.
  Garden City, NY
• 02/2025 → Present
  Independent Financial Group Llc
  New York, NY

Previous Registrations

• 2024-06-14 → 2025-02-13
  Osaic Wealth, Inc.
  Uniondale, NY
• 2023-07-18 → 2024-06-14
  Securities America Advisors, Inc.
  Garden City, NY
• 2002-06-06 → 2003-01-07
  Lpl Financial Llc
  Hackensack, NJ

Other Businesses

HEITS BUILDING SERVICES INC. POSITION: Officer/Director NATURE: Other: INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 10/03/2003 ADDRESS: 126 Magnolia Ave, Tenafly NJ 07670, United States DESCRIPTION: 100% OWNER OF HEITS BUILDING SERVICES INC. PROVIDING COMMERCIAL CLEANING SINCE 2003. NON-INVESTMENT RELATED. 10% TIME SPENT. BUSINESS CONDUCTED AT ADDRESS OF RECORD. HEITS BENEFITS GROUP POSITION: Officer/Director NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 02/01/2025 ADDRESS: 126 Magnolia Avenue, Tenafly NJ 07670, United States DESCRIPTION: Financial Services including 401k retirement accounts. FRANCHISE BENEFITS LLC POSITION: Agent/Representative NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 06/01/2020 ADDRESS: 126 Magnolia Avenue, Tenafly NJ 07670, United States DESCRIPTION: This name will be used to target the Franchise industry. I'm looking to continue using W Wealth Strategies. Under both names I'll be selling insurance and retirement plans. HEITS BENEFITS GROUP II POSITION: Officer/Director NATURE: Insurance outside of IFG INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 02/01/2025 ADDRESS: 126 Magnolia Avenue, Tenafly NJ 07670, United States DESCRIPTION: On occasion when I sell 401k plans, clients ask if I can assist with their P&C policies, health insurance, and fixed insurance outside of IFG.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-07-11
• S63 Uniform Securities Agent State Law Examination
  2019-04-11
• S66 Uniform Combined State Law Examination
  1998-08-12