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Heather Dawn Winebrenner

Cetera Investment Advisers LLC

Parkersburg, WV

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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-01-12
WV RA APPROVED 2022-08-02
  • TX RA
    APPROVED
    Since 2023-01-12
  • WV RA
    APPROVED
    Since 2022-08-02

Branch Locations

631 Juliana St, Parkersburg, WV 26101 • 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
Nationwide Securities Llc Columbus OH 05/2016 08/2017
Nationwide Insurance Parkersburg WV 05/2016 08/2017
United Bank Parkersburg WV 07/2018 05/2022
United Brokerage Services, Inc Parkersburg WV 01/2019 05/2022
Primelending Parkersburg WV 08/2017 07/2018
Community Bank Of Parkersburg Parkersburg WV 05/2022 Present
Cetera Investment Advisers Llc Parkersburg WV 05/2022 Present
Cetera Investment Serivices Llc St Cloud MN 05/2022 Present
  • 05/2016 → 08/2017
    Nationwide Securities Llc
    Columbus, OH
  • 05/2016 → 08/2017
    Nationwide Insurance
    Parkersburg, WV
  • 07/2018 → 05/2022
    United Bank
    Parkersburg, WV
  • 01/2019 → 05/2022
    United Brokerage Services, Inc
    Parkersburg, WV
  • 08/2017 → 07/2018
    Primelending
    Parkersburg, WV
  • 05/2022 → Present
    Community Bank Of Parkersburg
    Parkersburg, WV
  • 05/2022 → Present
    Cetera Investment Advisers Llc
    Parkersburg, WV
  • 05/2022 → Present
    Cetera Investment Serivices Llc
    St Cloud, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-07-26
S63 Uniform Securities Agent State Law Examination 2004-02-02
  • S65 Uniform Investment Adviser Law Examination
    2022-07-26
  • S63 Uniform Securities Agent State Law Examination
    2004-02-02
Other Names
  • Heather Dawn Mcroberts
  • Heather D Craw
  • Heather Dawn Craw

View on SEC IAPD

Other Firms

FIRST HEARTLAND CONSULTANTS, INC.
TRUIST ADVISORY SERVICES, INC.
PFS INVESTMENTS INC.
UNITED BROKERAGE SERVICES INC
STATE FARM INVESTMENT MANAGEMENT CORP.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
J.P. MORGAN SECURITIES LLC
ROHR CAPITAL MANAGEMENT

Other Investors

TONI MARIE SAMS
STEVEN CHASE MOONEY
DAVID JAMES EPLER
MICHEAL LEN EARL
AMI LEE SHAVER
NATHANIEL A BUTLER
Lori Milner Pointer
Eric Spencer Humphrey

Other Offices

FIRST HEARTLAND CONSULTANTS, INC. · PARKERSBURG, WV
TRUIST ADVISORY SERVICES, INC. · PARKERSBURG, WV
PFS INVESTMENTS INC. · PARKERSBURG, WV
UNITED BROKERAGE SERVICES INC · PARKERSBURG, WV
STATE FARM INVESTMENT MANAGEMENT CORP. · Parkersburg, WV
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · PARKERSBURG, WV
J.P. MORGAN SECURITIES LLC · BELPRE, OH
ROHR CAPITAL MANAGEMENT · PARKERSBURG, WV

More in Parkersburg, WV

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