Best Investors Account Sign in
Inactive

Denise L Heimel

Investment Management Corporation

Roanoke, VA

Claim This Profile
Current Employers
Investment Management Corporation

1940 Electric Rd, Roanoke, VA 24018-1621 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2023-06-08
  • VA RA
    APPROVED
    Since 2023-06-08

Branch Locations

1940 Electric Rd, Roanoke, VA 24018-1621 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial, Llc Fort Collins CO 05/2014 06/2017
Charles Schwab & Co., Inc. Cheyenne WY 12/2018 04/2021
Ifam Capital Fort Collins CO 06/2017 11/2018
H & H Retirement Design & Management, Inc Las Vegas NV 05/2021 07/2021
Morgan Stanley Smith Barney Llc Roanoke VA 11/2022 Present
Unemployed Green Valley AZ 08/2021 12/2021
Orkney Springs Distillery Springfield VA 01/2022 08/2022
Unemployed Roanoke VA 09/2022 11/2022
  • 05/2014 → 06/2017
    Lpl Financial, Llc
    Fort Collins, CO
  • 12/2018 → 04/2021
    Charles Schwab & Co., Inc.
    Cheyenne, WY
  • 06/2017 → 11/2018
    Ifam Capital
    Fort Collins, CO
  • 05/2021 → 07/2021
    H & H Retirement Design & Management, Inc
    Las Vegas, NV
  • 11/2022 → Present
    Morgan Stanley Smith Barney Llc
    Roanoke, VA
  • 08/2021 → 12/2021
    Unemployed
    Green Valley, AZ
  • 01/2022 → 08/2022
    Orkney Springs Distillery
    Springfield, VA
  • 09/2022 → 11/2022
    Unemployed
    Roanoke, VA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-11-22
  • S66 Uniform Combined State Law Examination
    2004-11-22
Designations
Other Names
  • Denise Louise Heimel
  • Denise L Heimel

View on SEC IAPD

Other Firms

COMMONWEALTH FINANCIAL NETWORK
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
TRUIST ADVISORY SERVICES, INC.
LPL FINANCIAL LLC
HORNOR, TOWNSEND & KENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Other Investors

STEPHANIE S FRALIN
JOHN BARTON EDMUNDS
JOHN ROBERT BRADBERRY
john aston edmunds
Stephen Berry
Brandon Burk Williams
Brian Barrows
ELIZABETH ROBERTS THOMAS

Other Offices

COMMONWEALTH FINANCIAL NETWORK · Roanoke, VA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Roanoke, VA
CETERA INVESTMENT ADVISERS LLC · CAVE SPRING, VA
STATE FARM INVESTMENT MANAGEMENT CORP. · Roanoke, VA
TRUIST ADVISORY SERVICES, INC. · ROANOKE, VA
TRUIST ADVISORY SERVICES, INC. · ROANOKE, VA
LPL FINANCIAL LLC · ROANOKE, VA
HORNOR, TOWNSEND & KENT, LLC · ROANOKE, VA

More in Roanoke, VA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor