Best Investors Account Sign in

Andrew James Heimdahl

Wells Fargo Clearing Services, LLC

Seattle, WA

Seattle, WA

Claim This Profile
Current Employers
Wells Fargo Clearing Services, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2024-05-31
  • WA RA
    APPROVED
    Since 2024-05-31

Branch Locations

4314 Sw Alaska St, Seattle, WA 98116 • United States

999 3Rd Ave 40Th Fl [Wh/Wk-Rbo], Seattle, WA 98104 • 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
Washington State University Pullman WA 01/2018 05/2018
Washington State University Pullman WA 08/2015 05/2018
Keybank Seattle WA 05/2017 05/2024
Key Investment Services Llc Bellevue WA 07/2018 09/2021
Key Investment Services Seattle WA 11/2022 05/2024
Wells Fargo Clearing Services, Llc Mercer Island WA 05/2024 Present
Wells Fargo Bank, Na Mercer Island WA 05/2024 Present
  • 01/2018 → 05/2018
    Washington State University
    Pullman, WA
  • 08/2015 → 05/2018
    Washington State University
    Pullman, WA
  • 05/2017 → 05/2024
    Keybank
    Seattle, WA
  • 07/2018 → 09/2021
    Key Investment Services Llc
    Bellevue, WA
  • 11/2022 → 05/2024
    Key Investment Services
    Seattle, WA
  • 05/2024 → Present
    Wells Fargo Clearing Services, Llc
    Mercer Island, WA
  • 05/2024 → Present
    Wells Fargo Bank, Na
    Mercer Island, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-31
S63 Uniform Securities Agent State Law Examination 2018-08-03
  • S65 Uniform Investment Adviser Law Examination
    2024-05-31
  • S63 Uniform Securities Agent State Law Examination
    2018-08-03
Other Names
  • Andrew James Heimdahl
  • Andrew J Heimdahl

View on SEC IAPD

Other Firms

KLAKNA GROUP LTD
EUCLIDEAN TECHNOLOGIES MANAGEMENT, LLC
MADISON PARK CAPITAL ADVISORS, LLC
ETERNAL DIGITAL FUND LTD.
FREESTONE CAPITAL MANAGEMENT, LLC
CEDAR RIVER CAPITAL, LLC
ROBERT A. UNDERHILL P.C.
SITKA PACIFIC CAPITAL MANAGEMENT, LLC

Other Investors

JOHN DAVID ALBERG
JEFFREY ALAN MULLEN
CHRIS DARRYL FEATHERSTONE
WILLIAM LEE REECE
ANDREW JAMES BARFOOT
JONATHAN JACOB WITTLIN
MATTHEW ALLAN TIGERT
JENNA M BRAZILE

Other Offices

KLAKNA GROUP LTD · SEATTLE, WA
EUCLIDEAN TECHNOLOGIES MANAGEMENT, LLC · SEATTLE, WA
MADISON PARK CAPITAL ADVISORS, LLC · SEATTLE, WA
ETERNAL DIGITAL FUND LTD. · SEATTLE, WA
FREESTONE CAPITAL MANAGEMENT, LLC · SEATTLE, WA
CEDAR RIVER CAPITAL, LLC · SEATTLE, WA
ROBERT A. UNDERHILL P.C. · SEATTLE, WA
SITKA PACIFIC CAPITAL MANAGEMENT, LLC · SEATTLE, WA

More in Seattle, WA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor