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333 W Santa Clara St Suite 604, San Jose, CA 95113-1125 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-24 |
Branch Locations
10080 N Wolfe Rd. Suite Sw3-200, Cupertino, CA 95014 • United States
333 W Santa Clara St Suite 604, San Jose, CA 95113-1125 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Leeward Financial & Insurance Services | San Jose | CA | 04/2010 | 03/2026 |
| Silicon Valley Small Business Dev Center | San Jose | CA | 01/2014 | Present |
| Heckman Financial & Insurance Services, Inc. | San Jose | CA | 03/2022 | 03/2024 |
| Heckman Financial & Insurance Services, Inc. | San Jose | CA | 03/2026 | Present |
| Heckman Financial & Insurance Services, Inc. | San Jose | CA | 03/2011 | 12/2025 |
(1) Heckman Financial & Insurance Sales, Inc.; Yes; Insurance Services; 03/2026; 80/ HRS MO; 80/ HRS MO
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-12-16 |
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