Best Investors Account Sign in
Inactive

Daniel Brian Heyman

Heyman Wealth Management, LLC

Encino, CA

Claim This Profile
Current Employers
Heyman Wealth Management, Llc

16133 Ventura Blvd., Suite #640, Encino, CA 91436 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2010-11-29
  • CA RA
    APPROVED
    Since 2010-11-29

Branch Locations

16133 Ventura Blvd., Suite #640, Encino, CA 91436 • 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
Daniel Brian Heyman, Cpa Encino CA 05/2004 Present
Heyman Wealth Management, Llc Encino CA 06/2010 Present
Daniel B Heyman, Cpa A Professional Corporation Encino CA 10/2012 Present
  • 05/2004 → Present
    Daniel Brian Heyman, Cpa
    Encino, CA
  • 06/2010 → Present
    Encino, CA
  • 10/2012 → Present
    Daniel B Heyman, Cpa A Professional Corporation
    Encino, CA
Other Businesses

DANIEL B. HEYMAN, CPA A PROFESSIONAL CORPORATION (10/1/2012) INVESTMENT RELATED PO BOX 261787, ENCINO, CA 91426 OFFICE OF CERTIFIED PUBLIC ACCOUNTANT PRESIDENT / SHAREHOLDER 160 HOURS PER MONTH (160 HOURS PER MONTH DURING TRADING HOURS) TAX PREPARATION, ACCOUNTING AND BUSINESS CONSULTING SERVICES HEYMAN PROPERTIES, LLC (12/17/2012) HEYMAN COLORADO SPRINGS LLC (FKA HEYMAN WESTERN AVENUE PROPERTIES, LLC) (12/17/2012) HEYMAN SOUTHPOINTE LLC (FKA 4820 W SLAUSON AVE, LLC) (12/17/2012) EDWARD HEYMAN AND CO., LLC (3/12/2015) HEYMAN CASTLE ROCK LLC (12/9/2021) INVESTMENT RELATED - REAL ESTATE ASSET OWNERSHIP PO BOX 261787, ENCINO, CA 91426 MANAGER / MEMBER 12 - 20 HOURS PER MONTH (6 - 10 HOURS PER MONTH DURING TRADING HOURS) GENERAL OVERSIGHT OF INDEPENDENT CONTRACTORS HIRED TO PERFORM MANAGEMENT, LEASING, MAINTENANCE, REPAIR, AND OTHER SERVICES TO RENTAL PROPERTIES OWNED BY THE ABOVE NAMED ENTITIES. HEYMAN BUILDING SERVICES INC. (7/15/2021) INVESTMENT RELATED - REAL ESTATE MAINTENANCE SERVICES PO BOX 261787, ENCINO, CA 91426 PRESIDENT 8 - 16 HOURS PER MONTH (8 - 16 HOURS PER MONTH DURING TRADING HOURS) GENERAL (REMOTE) OVERSIGHT OF MANAGERIAL STAFF LOCATED IN COLORADO. FRONT RANGE COWORKING INC. (5/8/2021) NON-INVESTMENT RELATED - COWORKING FACILITY PO BOX 261787, ENCINO, CA 91426 MANAGER 1 - 4 HOURS PER MONTH (NO HOURS PER MONTH DURING TRADING HOURS) GENERAL (REMOTE) OVERSIGHT OF COMMUNITY MANAGER LOCATED IN COLORADO.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2004-08-20
  • S63 Uniform Securities Agent State Law Examination
    2004-08-20
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Encino, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor