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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-05-20 |
Branch Locations
1 Chamber Plaza Suite 3, Charleroi, PA 15022 • United States
Mckees Rocks, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cco Investment Services Corp | Pittsburgh | PA | 06/2014 | 03/2017 |
| Citizens Securities Inc | Washington | PA | 03/2017 | 10/2017 |
| Wesbanco Securities Inc. | Monaca | PA | 10/2017 | 05/2019 |
| Wesbanco Securities Inc | Monaca | PA | 05/2019 | 03/2020 |
| Ameriprise Financial Services, Llc | Murrysville | PA | 03/2020 | 04/2024 |
| Cetera Advisors Llc | St Cloud | MN | 05/2024 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 05/2024 | Present |
| Speer Street Financial | North Charleroi | PA | 05/2024 | Present |
| Hecklick Consulting | North Charleroi | PA | 05/2024 | 12/2024 |
| The 412 Collection | North Charleroi | PA | 07/2010 | Present |
| Cpa To Fa Llc | Mckees Rocks | PA | 04/2025 | Present |
| Hecklick Tax Llc | Mckees Rocks | PA | 05/2025 | Present |
1.NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FIXED INSURANCE, START DATE: 11/2021, APX NUMBER OF HOURS PER WEEK: 5, APX NUMBER OF HOURS DURING TRADING HOURS: 5, POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT , BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, DISABILITY, FIXED ANNUITIES AND LONG-TERM CARE; 2. NAME OF OTHER BUSINESS: SPEER STREET FINANCIAL, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 05/2024, POSITION/TITLE/RELATIONSHIP: OWNER/FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 3.NAME OF OTHER BUSINESS: THE 412 COLLECTION, INVESTMENT RELATED: NO, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: COLLECTABLES, START DATE: 07/2010, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 5, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: ONLINE SALES OF COLLECTIBLES; 4. NAME OF OTHER BUSINESS: CPA TO FA LLC, INVESTMENT RELATED: NO, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: RECRUITING, START DATE: 04/2025, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 10, APX NUMBER OF HOURS DURING TRADING HOURS: 6, BRIEF DESCRIPTION OF DUTIES: COACH AND CONSULT CPAS AND OTHER TAX PROFESSIONALS ON GETTING INTO THE FINANCIAL PLANNING & INVESTMENT BUSINESS; 5. NAME OF OTHER BUSINESS: HECKLICK TAX LLC DBA TOMORROWLAND TAX; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: TAX & ACCOUNTING; START DATE: 6/2025; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 15; APX NUMBER OF HOURS DURING TRADING HOURS: 10; BRIEF DESCRIPTION OF DUTIES: TAX PREPARATION SERVICES; 6. NAME OF OTHER BUSINESS: CHARLEROI AREA HISTORICAL SOCIETY INVESTMENT RELATED: NO ADDRESS: 311 WASHINGTON AVE, CHARLEROI PA 15022 NATURE OF BUSINESS: BOARD START DATE: 6/1/2026 POSITION/TITLE/RELATIONSHIP: BOARD MEMBER APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: SOCIAL MEDIA, WEBSITE DEVELOPMENT, EVENT COORDINATION 7. NAME OF OTHER BUSINESS: VALLEY BUSINESS WORKS FOUNDATION; INVESTMENT RELATED: NO; ADDRESS: 1 CHAMBER PLAZA, CHARLEROI, PA 15022; NATURE OF BUSINESS: BOARD; START DATE: 6/2026; POSITION/TITLE/RELATIONSHIP: CHAIRMAN; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: OVERSEE BOARD MEETINGS, DEVELOP STRATEGY, ASSIST WITH PROGRAMMING; 8. NAME OF OTHER BUSINESS: MON VALLEY REGIONAL CHAMBER OF COMMERCE; INVESTMENT RELATED: NO; ADDRESS: 1 CHAMBER PLAZA, CHARLEROI, PA 15022; NATURE OF BUSINESS: BOARD; START DATE: 6/2026; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: ASSIST WITH STRATEGY & CHAMBER ACTIVITIES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-06-23 |
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