Amy Smith

Current Employers

Employment History

• 05/2023 → Present
  Heimlantz Financial Advisors, Llc
  Annapolis, MD
• 10/2007 → Present
  Heimlantz Cpas & Advisors, Llc
  Annapolis, MD
• 04/2026 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

NAME OF OTHER BUSINESS: HEIMLANTZ FINANCIAL ADVISORS, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 5/2023 POSITION/TITLE/RELATIONSHIP: CO-OWNER APX NUMBER OF HOURS PER WEEK: 8 APX NUMBER OF HOURS DURING TRADING HOURS: 6 BRIEF DESCRIPTION OF DUTIES: ADVISORY AND INSURANCE SERVICES NAME OF OTHER BUSINESS: HEIMLANTZ CPAS & ADVISORS, LLC INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: TAX PREPARATION START DATE: 10/2007 POSITION/TITLE/RELATIONSHIP: CPA & CO-OWNER APX NUMBER OF HOURS PER WEEK: 45 APX NUMBER OF HOURS DURING TRADING HOURS: 8 BRIEF DESCRIPTION OF DUTIES: TAX SERVICES, TAX PLANNING, CONSULTING SERVICES, ACCOUNTING AND AUDIT SERVICES NAME OF OTHER BUSINESS: FRIENDS OF NAVAL ACADEMY MUSIC, INVESTMENT RELATED: NO ADDRESS: 1428 CROFTON PKWY, CROFTON MD, 21114 NATURE OF BUSINESS: NON-PROFIT START DATE: 12/2013 POSITION/TITLE/RELATIONSHIP: TREASURER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: BOOKKEEPING FOR THE ORGANIZATION AND REPORTING MONTHLY ON DONOR ACTIVITY NAME OF OTHER BUSINESS: THE BRYANT COMMITTEE INVESTMENT RELATED: NO ADDRESS: 675 DECATUR RD, ANNAPOLIS, MD 21402 NATURE OF BUSINESS: NON-PROFIT START DATE: 10/2010 POSITION/TITLE/RELATIONSHIP: TREASURER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: REVIEWING FINANCIAL REPORTS, SPENDING REPORTS AND FUND BALANCES.

Designations

Other Names

• Amy Katrina Choquette
• Amy Smith
• Amy Katrina Smith