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Garrett Louis Heine

Coastedge Partners, LLC

San Diego, CA

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Current Employers
Coastedge Partners, Llc

4655 Executive Drive Suite 325, San Diego, CA 92121 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-06-23
  • CA RA
    APPROVED
    Since 2026-06-23

Branch Locations

4655 Executive Drive Suite 325, San Diego, CA 92121 • 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
Meketa Investment Group Carlsbad CA 06/2017 06/2019
Morningstar Chicago IL 07/2019 05/2021
Informed Momentum Company, Llc Solana Beach CA 06/2021 05/2026
Coastedge Partners, Llc San Diego CA 06/2026 Present
The George Washington University School Of Business Washington DC 09/2013 05/2017
  • 06/2017 → 06/2019
    Meketa Investment Group
    Carlsbad, CA
  • 07/2019 → 05/2021
    Morningstar
    Chicago, IL
  • 06/2021 → 05/2026
    Informed Momentum Company, Llc
    Solana Beach, CA
  • 06/2026 → Present
    Coastedge Partners, Llc
    San Diego, CA
  • 09/2013 → 05/2017
    The George Washington University School Of Business
    Washington, DC
Designations

View on SEC IAPD

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