Matthew David Heinz

Current Employers

Employment History

• 10/2004 → Present
  Ea Financial Group, Llc
  Baton Rouge, LA
• 04/2016 → Present
  Kestra Advisory Services, Llc
  Baton Rouge, LA
• 01/2013 → Present
  Kestra Investment Services, Llc
  Baton Rouge, LA

Previous Registrations

• 2005-03-14 → 2013-01-09
  Vsr Financial Services, Inc.
  Baton Rouge, LA
  Baton Rouge, LA
  Overland Park, KS
  Overland Park, KS

Other Businesses

Name: ATLANTIC LENDING CO. INV REL: No ADDR: 4626 CONCORD AVENUE BATON ROUGE LA 70808 NOB: Mortgage Related Position: Owner Start Date: 8/1/2005 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Take loan apps, help in the processing of the loan as needed and see that the loan gets closed in a timely manner. Name: MCWA INV REL: No ADDR: 1012 S. Acadian Thwy Suite 10 Baton Rouge LA 70806 NOB: Community/Charitable/Civic Position: Member Start Date: 2/1/2007 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Meet qtrly with the board of directors, help raise awareness of the organization in our community and meet with the two committees I serve on when necessary. Name: Centura Advisors, LLC INV REL: Yes ADDR: 6421 Perkins Road, Bldg A Ste 1A Baton Rouge LA 70808 NOB: RR Activities through Kestra Investment Services, LLC using a DBA name Position: Financial Advisor Start Date: 8/1/2004 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Review portfolios/financial plans with existing clients, develop relationships with new clients, make trades when necessary. Name: Kestra Advisory Services, LLC INV REL: Yes ADDR: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 NOB: Investment Advisory services through Kestra Advisory Services, LLC Position: IAR Start Date: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory services Name: Matt Heinz, Inc. INV REL: Yes ADDR: 6421 Perkins Road, Bldg. A, Ste. 1A Baton Rouge LA 70808 NOB: RR Activities through Kestra Investment Services, LLC using a DBA name Position: President Start Date: 12/11/2009 Hours per month: 81% - 90% (129 - 144 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: meet with clients and help manage their assets by seeking the best investment vehicles for their situation, make trades when necessary and communicate with the clients to evaluate the progress we're making. Name: The Chapel INV REL: No ADDR: 3355 Dalrymple Drive Baton Rouge LA 70802 NOB: Board Position (Board of Directors, Board of Trustees, etc.) Position: Deacon and member of the CARE Team. Start Date: 4/3/2017 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: As a Deacon I help serve the church before, during and after services by unlocking the facility, setting up the church for services, greet the members and guests and clean up. Help set-up and take down for special events that are help at the church. Name: LOUISIANA SPORTS HALL OF FAME POSITION: Board member/Treasurer NATURE: Board position (Board of Directors, Board of Trustees, etc.) INV REL: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 7 START DATE: 01/01/2020 ADDRESS: 500 Front Street, Natchitoches LA 71457 DESC: Serve as a member of the board of directors, raise awareness of the organization and volunteer for fundraising activities (golf tournament, gala, etc.), look over financials with the CEO/President a few times each year. Name: M STEPHEN MAY, CPA POSITION: Referral Rep NATURE: Tax Credits INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 3 START DATE: 10/15/2023 ADDRESS: 8280 YMCA Plaza, Suite B, Building 6, Baton Rouge LA 70810, United States DESCRIPTION: Connect with business owners to see if they are interested in looking into tax incentives from the federal government and if they are I will refer them to experts in this field through relationships established with M Stephen May, CPA.

Exams

• S66 Uniform Combined State Law Examination
  2019-07-11