Wesley Heinrichs

Current Employers

Alexander Capital Wealth Management Llc

10 Drs. James Parker Blvd Suite 202, Red Bank, NJ 07701 • United States

Current Registrations

Authority	Category	Status	Date
GA	RA	APPROVED	2024-06-10
TX	RA	APPROVED_RES	2024-06-10

GA RA
APPROVED

Since 2024-06-10
TX RA
APPROVED_RES

Since 2024-06-10

Branch Locations

9040 Roswell Road Suite 375, Atlanta, GA 30350 • United States

10 Drs. James Parker Blvd Suite 202, Red Bank, NJ 07701 • 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

Organization	City	State	From	To
Foresters Financial Services	Atlanta	GA	08/2016	05/2017
Foresters Financial Services	Atlanta	GA	05/2017	11/2018
Foresters Advisory Services	Atlanta	GA	01/2018	11/2018
Wesley Heinrichs Llc	Cumming	GA	02/2018	Present
Lpl Financial, Llc	Atlanta	GA	11/2018	Present
Bay Financial Advisors, Inc.	Chamblee	GA	04/2019	05/2020
Ifg Advisory, Llc	Altanta	GA	06/2020	Present
Alexander Capital Lp	Red Bank	NJ	06/2024	Present
Alexander Capital Wealth Management	Red Bank	NJ	06/2024	Present

08/2016 → 05/2017

Foresters Financial Services

Atlanta, GA
05/2017 → 11/2018

Foresters Financial Services

Atlanta, GA
01/2018 → 11/2018

Foresters Advisory Services

Atlanta, GA
02/2018 → Present

Wesley Heinrichs Llc

Cumming, GA
11/2018 → Present

Lpl Financial, Llc

Atlanta, GA
04/2019 → 05/2020

Bay Financial Advisors, Inc.

Chamblee, GA
06/2020 → Present

Ifg Advisory, Llc

Altanta, GA
06/2024 → Present

Alexander Capital Lp

Red Bank, NJ
06/2024 → Present

Alexander Capital Wealth Management

Red Bank, NJ

Previous Registrations

2020-06-11 → 2024-06-13

Ifg Advisory, Llc

Atlanta, GA

Atlanta, GA

Atlanta, GA
2018-11-19 → 2021-08-12

Lpl Financial Llc

Atlanta, GA

Atlanta, GA
2019-04-24 → 2020-05-29

Bay Financial Advisors, Inc.

Chamblee, GA

Waltham, MA
2018-01-31 → 2018-11-16

Foresters Advisory Services, Llc

Atlanta, GA

Other Businesses

1. 11/16/2018 - Wesley Heinrichs, LLC - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Start Date:02/01/2017 - Wesley Heinrichs, LLC -- Sole Owner. 2. 07/2024 - Axio Wealth Strategies, LLC - DBA for Branch and individual. 40 Hours per month during securities trading. Provides investment advisory services. - Investment related. 3. 10/2024 - Wesley Heinrichs - Insurance Agent - 9040 Roswell Rd, Ste 375 Atlanta, GA 30350 - Sole Owner - 10 hours per week. 4. 02/2026 - CFP & MCEP - DBA: Axio Wealth Strategies - 9040 Roswell Rd., Ste#:375 Atlanta, GA 30350 - 100% Owner - Financial Planner - Comprehensive Financial Planning Services - 10 hours per week 5. 04/2026 - Core Income Advisors LLC - 5940 Golden Hills Dr. Golden Valley, MN 55416 - Insurance Agent - 0% ownership - Insurance and annuities - Approximately 5 hours per week. Not investment related.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2018-01-15
S63	Uniform Securities Agent State Law Examination	2016-09-22

S65 Uniform Investment Adviser Law Examination

2018-01-15
S63 Uniform Securities Agent State Law Examination

2016-09-22

Designations

Other Names

Wes Heinrichs
Wesley R Heinrichs

View on SEC IAPD