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Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-01-06
  • PA RA
    APPROVED
    Since 2026-01-06

Branch Locations

224 St Charles Way Suite 150, York, PA 17402-4670 • 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
Edward Jones St Louis MO 09/2024 01/2026
Bozeman Health Bozeman MT 05/2018 09/2024
Advanced Vein And Laser Center York PA 03/2011 05/2018
Ameriprise Financial Services, Llc York PA 01/2026 Present
Previous Registrations
  • 2024-12-03 → 2026-01-06
    Hanover, PA
    St Louis, MO
    Dover, PA
Other Businesses

Outside Employment; Quo Vadimus LLC; Associate Financial Advisor; Manage advisory business; 224 St. Charles Way Suite 150, , York , PA, 17402; Investment-Related; 01/05/2026; 60 hours per month; 60 during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-23
  • S66 Uniform Combined State Law Examination
    2024-11-23
Other Names
  • Billy Heird
  • William B Heird
  • William Buchman Heird
  • William Heird

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in York, PA

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