Paul David Heffelfinger

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2015 → 03/2017
  Wells Fargo Advisors Financial Network, Llc
  York, PA
• 03/2017 → Present
  Raymond James Financial Services,Inc
  York, PA
• 03/2017 → Present
  Raymond James Financial Services Advisors Inc.
  York, PA

Previous Registrations

• 2015-01-30 → 2017-03-02
  Wells Fargo Advisors Financial Network, Llc
  York, PA
  York, PA
• 2014-10-01 → 2015-02-02
  Edward Jones
  York, PA

Other Businesses

(1) Name of Business: Gilbert Farms, LLC Address: 6649 Reynolds Mill, Seven Valleys , PA, 17360, United States Activity Type: Agriculture/Farming Position/Title: Partner Investment Related: No Start Date: 09/04/2013 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Help to oversee farming operations, book keeping, bill paying (2) Name of Business: Integrity Wealth Strategies, LLC Address: 1240 Woodberry Rd, York, PA, 017408, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 01/01/2017 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 21-40 Description of duties: I have a DBA (Doing Business As) with this company. (3) Name of Business: P&L Real Properties, LLC Address: 6649 Reynolds Mill, Seven Valleys , PA, 17360, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 08/18/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Real-estate (4) Name of Business: Paul W Gilbert Inc. Address: 6649 Reynolds Mill, Seven Valleys , PA, 17360, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 06/01/2011 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Helping to oversee the rental of a warehouse (5) Name of Business: Tailored Wealth Management, LLC Address: 1240 Woodberry Rd, York, PA, 17360, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 02/04/2015 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Daily running's of the financial services practice.

Exams

• S63 Uniform Securities Agent State Law Examination
  2005-03-25