Best Investors Account Sign in
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2010-08-04
  • TX RA
    APPROVED
    Since 2010-08-04

Branch Locations

607 W 3Rd St, Austin, TX 78701 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Austin TX 12/2002 Present
Bank Of America, N.A. Austin TX 12/2012 Present
Other Businesses

I*1733272 Entity Type, For Profit Nam: B. D. Enterprises LLC Address: Austin, TX,78729investment Related: no Position, Title, Association: General Partner/Managing Member Employee Start Date:10/13/2023 No Hours:1yearly No Hours during trading:0 Duties: I created this LLC to purchase and own one share of a bar. This is a passive private equity investment and I will have no responsibilities as it pertains to the bar business. I will only serve as a Member of the LLC I*1788305Entity For Profit Name: W.H. DBA Individually Wrapped Address: Austin, Texas, 78734Investment Related: No Position, Title, Association: Owner Employee Start Date: 05/15/2024No Hours: 24No Hours during trading: 0Duties: Sales of Travel Items, Key Chains and Small Personal Repair Items on eBay. I will sell a small amount of excess items I own as well as a variety of small retail goods like sewing kits an keychains on eBay out of my home. My responsibilities include listing, packaging and mailing small items to purchasers via ebay. I*3213268, Entity Type: Entity For Profit, Name of OBA: W & E Holdings, LLC, Address: Austin, Texas, 78734, Investment Related: N, Position, Title, Association: Owner, Employee State Date: 11/24/2025, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties: My wife and I will both have the ability to transfer the income as it comes into the LLC from the renter to our personal checking account. Other activities will include working with our CPA as it relates to taxes on this property. Otherwise there are no responsibilities. W & E Holdings, LLC. is a new LLC my Wife and I are creating, for protections from Liability, in order to hold a piece of property that we will likely rent out to a small Business mid-year 2026. I*4182284, Entity Type: Entity For Profit, Name of OBA: H Family LLC, Address: Blanco, Texas, 78606, Investment Related: N, Position, Title, Association: General Partner/Managing Member, Employee Start Date: 03/30/2026, No Hours: 2 Weekly, No Hours during Trading: 0 Weekly, Duties: General Partner, Family LLC to hold a piece of family land

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-07-31
  • S66 Uniform Combined State Law Examination
    2010-07-31
Other Names
  • Wade Heidmann

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Austin, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor