Lynda Jane Heist

Current Employers

L. Jane Heist Wealth Management, Inc.

Scottsdale, AZ • United States

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2010-02-25

AZ RA
APPROVED

Since 2010-02-25

Branch Locations

Scottsdale, AZ • 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

Organization	City	State	From	To
L Jane Heist Cpa Pc	Scottsdale	AZ	11/2003	Present
L. Jane Heist Wealth Management, Inc.	Scottsdale	AZ	03/2010	Present

11/2003 → Present

L Jane Heist Cpa Pc

Scottsdale, AZ
03/2010 → Present

L. Jane Heist Wealth Management, Inc.

Scottsdale, AZ

Previous Registrations

2006-02-09 → 2010-04-07

Pacwest Financial Management Inc

Phoenix, AZ
2004-03-16 → 2005-08-29

Foothills Asset Management Ltd

Tempe, AZ

Other Businesses

L. JANE HEIST, CPA, P.C. NOT INVESTMENT-RELATED 9179 E. ROSEMONTE DR., SCOTTSDALE, AZ 85255 PUBLIC ACCOUNTING PRESIDENT SEPTEMBER 1990 100 HOURS/MONTH 10 HOURS/WK DURING SECURITIES TRADING HOURS TAX COMPLIANCE AND CONSULTING JANDA WORLD, LLC INVESTMENT-RELATED 9179 E. ROSEMONTE DR., SCOTTSDALE, AZ 85255 RESIDENTIAL RENTAL PROPERTIES MANAGING MEMBER OCTOBER 2008 5 HOURS/MONTH 0 HOURS/WEEK DURING SECURITIES TRADING HOURS SELECT PROPERTY MANAGER AND APPROVE EXPENDITURES EXCEEDING $500

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2004-01-08

S65 Uniform Investment Adviser Law Examination

2004-01-08

Designations

Other Names

L. Jane Heist
Jane Heist

View on SEC IAPD