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8355 East Hartford Drive Suite 105, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-03-02 |
Branch Locations
8355 East Hartford Drive Suite 105, Scottsdale, AZ 85255 • United States
2 disclosure categories 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prism Investment Management Inc | Scottsdale | AZ | 02/2014 | 06/2022 |
| First Allied Advisory Services, Inc. | Chesterfield | MO | 03/2014 | 06/2017 |
| Painter Pry Cpa's, Pllc | Chandler | AZ | 08/2019 | 11/2020 |
| First Allied Securities, Inc. | Chesterfield | MO | 03/2014 | 06/2017 |
| Powell Heymann, Llc | Scottsdale | AZ | 01/2015 | 10/2016 |
| Heritage Wealth Management, Llc | Phoenix | AZ | 11/2021 | 04/2023 |
| Trek Financial | Scottsdale | AZ | 02/2023 | Present |
1. Insurance Licensed 2. Mr. Heymann is a Managing Member of TBH, LLC, since December 2020. This is an investment related activity, located in Scottsdale, AZ. TBH, LLC is the holder of a convertible note for a software systems company. Mr. Heymann spends approximately 1 hour per month or less than 1% of his time during trading hours on this activity. 3. Mr. Heymann is a board member of Affisio, LLC, since March 2021. This is an investment related activity, located in Scottsdale, AZ. Affisio, LLC is the holder of a convertible note for a software systems company. Mr. Heymann spends approximately 1 hour per month or less than 1% of his time during trading hours on this activity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-07-18 |
| S63 | Uniform Securities Agent State Law Examination | 2004-01-29 |
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