Daniel Joseph Heck

Current Employers

Employment History

• 06/2008 → Present
  Cambridge Investment Research, Inc
  Fairfield, IA
• 06/2008 → Present
  Cambridge Investment Research Advisors, Inc
  Fairfield, IA

Previous Registrations

• 2001-08-02 → 2008-07-08
  1717 Capital Management Company
  Portland, OR
  Portland, OR

Other Businesses

1) FINANCIAL RESERVE INC, 12725 SW 66TH AVE STE 102, PORTLAND, OR, 01/2001. INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL-5/WK-2/TRADING. 2) CAREER AND PERSONAL MANAGEMENT, FINANCIAL RESERVE, INC, 12725 SW 66TH AVENUE, STE 102, PORTLAND, OR 97223, SINCE 1/1/98, ADVISOR, INVESTMENT RELATED, 5 HOURS PER WEEK DURING TRADING HOURS. 3) HECK VACATION HOME 79990 BOQUERON WAY BERMUDA DUNES, CA 92203. BEGAN 3/1/13 AS COOWNER WITH WIFE OWNING A VACATION HOME IN BERMUDA DUNES, CA. WE HAVE BEEN RECEIVING REQUESTS FROM FRIENDS AND FAMILY MEMBERS TO RENT THE PROPERTY TO THEM. RATHER THAN LET IT SIT VACANT WHEN WE CAN'T GO DOWN, WE'D LIKE TO START VACATION RENTALS TO FRIENDS AND FAMILY. NOT INVESTMENT RELATED. DEVOTES 2 HRS/MTH. .25 HRS/TRADING. 4) FINANCIAL RESERVE INC, 12725 SW 66TH AVE STE 102, PORTLAND, OR, 01/1998. ADVICE AND COUNSELING IN CAREER AND NETWORKING. NIR-15/WK-5/TRADING. 5) FINANCIAL RESERVE INC, 12725 SW 66TH AVE STE 102, PORTLAND, OR, 01/2008. FINANCIAL PROFESSIONAL UTILIZING DBA NAME. INV REL-5/WK-3/TRADING. 6) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. 06/27/2008 7) AP TAX - OBA, 12725 SW 66th Avenue, Suite 102, Portland OR 97223, United States, 10/2025, Referral Source, Referrals, NIR, 1 HR/MO, 1 HR/MO TRADING 8) HECK LONG TERM RENTAL HOME, 79990 Boqueron Way, Bermuda Dunes CA 92203, United States, 04/06/2026, Owner, Real Estate, NIR, 2 HR/MO - 1 HR/MO TRADING

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-12-05
• S63 Uniform Securities Agent State Law Examination
  2000-04-28