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Colin James Heaney

Westpeak Financial

Ocean, NJ

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Current Employers
Westpeak Financial

Ocean, NJ • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2024-07-31
  • NJ RA
    APPROVED
    Since 2024-07-31

Branch Locations

4 Meadows Lane, Ocean, NJ 07712 • 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
OrganizationCityStateFromTo
Pimco Investments Llc New York NY 02/2011 12/2020
Pacific Investment Management Company Llc New York NY 02/2011 12/2020
Fidelity Investments Wayne NJ 12/2020 03/2023
Ameriprise Financial Services, Llc Holmdel NJ 03/2023 11/2023
Westpeak Financial Llc Ocean NJ 12/2023 Present
Ameriprise Financial Services Holmdel NJ 03/2023 11/2023
  • 02/2011 → 12/2020
    Pimco Investments Llc
    New York, NY
  • 02/2011 → 12/2020
    Pacific Investment Management Company Llc
    New York, NY
  • 12/2020 → 03/2023
    Fidelity Investments
    Wayne, NJ
  • 03/2023 → 11/2023
    Holmdel, NJ
  • 12/2023 → Present
    Westpeak Financial Llc
    Ocean, NJ
  • 03/2023 → 11/2023
    Ameriprise Financial Services
    Holmdel, NJ
Previous Registrations
Other Businesses

Colin James Heaney- independent licensed insurance agent; Investment related: yes; 4 Meadows lane, Ocean, NJ 07712; independent insurance agent; Approximately 20 hours a month are spent on this outside business activity during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-01-19
  • S66 Uniform Combined State Law Examination
    2021-01-19
Other Names
  • Colin Heaney
  • Colin James Heaney

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