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333 W Santa Clara St Suite 604, San Jose, CA 95113-1125 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-21 |
Branch Locations
333 W Santa Clara St Suite 604, San Jose, CA 95113-1125 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Abington Stores & Post Office | Cambridge | 04/2006 | 11/2020 | |
| Cantab Asset Management Ltd. | Cambridge | 03/2018 | 06/2025 | |
| Heckman Financial & Insurance Services, Inc. | San Jose | CA | 11/2025 | Present |
| Heckman Financial & Insurance Services, Inc. | San Jose | CA | 02/2026 | Present |
| Unemployed | San Jose | CA | 07/2025 | 10/2025 |
(1) Heckman Financial & Insurance Services, Inc.; Yes; San Jose, CA; Insurance & Advisory Services; Insurance Agent; 11/2025; 10% of total time spent on this activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-31 |
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