Heath A Hanchey

Current Employers

Employment History

• 01/2012 → 04/2017
  Merrill Lynch, Pierce Fenner And Smith
  Chandler, AZ
• 03/2012 → 04/2017
  Bank Of America, N.A.
  Chandler, AZ
• 04/2017 → 06/2021
  Financial Engines Advisors L.L.C.
  Phoenix, AZ
• 06/2021 → Present
  Financial Engines Advisors L.L.C.
  Santa Clara, CA

Previous Registrations

• 2012-02-07 → 2017-04-18
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chandler, AZ
• 2011-06-16 → 2012-01-11
  Cuso Financial Services, L.P.
  Fremont, CA
  Fremont, CA
  Alameda, CA
  Berkeley, CA
  Oakland, CA
  Oakland, CA
  San Leandro, CA
  Union City, CA
  Pleasanton, CA
  Castro Valley, CA
  Hayward, CA
• 2008-08-04 → 2011-06-20
  Ameriprise Financial Services, Llc
  Walnut Creek, CA

Other Businesses

1) West Valley Genealogical Society; INVESTMENT RELATED: No; ADDRESS: 12222 N. 111th Ave, Youngstown, AZ 85363; NATURE: Library that is focused mostly on Family Lineage; POSITION: Actor; START DATE: 04/15/2026; NUMBER OF HOURS/MONTH: 0 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 Hrs.; DUTIES: I am acting as Narrator in a video they are producing for new members that join the Library. This is a one-time acting gig and I will not be needed after 4/15.

Exams

• S66 Uniform Combined State Law Examination
  2008-08-02

Other Names

• Heath Allen Hanchey