Heidi M Elick

Current Employers

Employment History

• 04/2003 → 01/2022
  Robert B. Anderson Cfp
  Paradise, CA
• 01/2013 → 01/2022
  Securities America Inc
  Paradise, CA
• 01/2017 → 01/2022
  Securities America Advisors
  Paradise, CA
• 01/2022 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 01/2022 → Present
  Cooper Mcmanus Wealth Management
  Paradise, CA

Previous Registrations

• 2017-01-11 → 2022-01-19
  Securities America Advisors, Inc.
  Chico, CA
  Paradise, CA

Other Businesses

1) RIDGE FINANCIAL PLANNING, 6779 SKYWAY STE A PARADISE CA, 12/2020, OWNER, DBA, INV REL, 10 HR/MO 5 HR/MO TRADING 2) ACHIEVE CHARTER SCHOOL, 1494 EAST AVE CHICO CA, 11/2021, President, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 3 HR/MO 1 HR/MO TRADING 3) COOPER MCMANUS RIA, 9870 RESEARCH DR IRVINE CA, 01/2022, IAR OF AN RIA, INV REL, 3 HR/MO 3 HR/MO TRADING 4) HEIDI ELICK/RIDGE FINANCIAL PLANNING, 6779 SKYWAY STE A PARADISE CA, 12/2020, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 20 HR/MO 8 HR/MO TRADING 5) PARADISE RIDGE CHAMBER OF COMMERCE, 6161 CLARK RD STE 1 PARADISE CA, 06/2017, PRESIDENT, NIR, 3 HR/MO 1 HR/MO TRADING 6) COMMUNITY RELATIONS COMMITTEE, 5555 SKYWAY PARADISE CA, 07/2021, COMMITTEE MEMBER, NIR, 2 HR/MO 2 HR/MO TRADING 7) TRUMAN & HEIDI ELICK TRUST, 6779 SKYWAY STE A PARADISE CA, 01/2024, OWNER, REAL ESTATE, NIR, 1 HR/MO 0 HR/MO TRADING 8) TRUMAN & HEIDI ELICK FAMILY TRUST, 4618 Round Valley Ranch Rd., Paradise CA 95969, 03/2025, OWNER, REAL ESTATE, NIR, 1 HR/MO - 0 HR/MO TRADING.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-01-09
• S63 Uniform Securities Agent State Law Examination
  2016-01-11

Other Names

• Heidi Michelle Parsells
• Heidi Michelle Sweatt
• Heidi Michelle Wilford
• Heidi Michelle Elick