Steven Zachary Heifetz

Current Employers

Employment History

• 08/1984 → Present
  Texas Instruments
  Dallas, TX
• 04/2016 → Present
  Kestra Financial Services, Inc
  Austin, TX

Other Businesses

Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position: Investment Advisor Representative Start Date: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory services Name: South Denver Kiwanis Foundation South Denver Kiwanis Club Investment Related: No Address: PO Box 101405 Denver CO 80250 Nature of Business: Community/Charitable/Civic Position: Board member Start Date: 10/2/2014 Hours per month: 0% - 10% (0 - 16 hours) Hours/month during trading hours: 0% - 10% (0 - 14 hours) Duties: Attend board meetings Name: Steve Heifetz, CFP and Sindrich & Associates Investment Related: Yes Address: 1490 S. Pearl St. Denver CO 80210 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position: Owner / sole propietor Start Date: 1/5/1998 Hours per month: 81% - 90% (129 - 144 hours) Hours per month during trading hours: 71% - 80% (99 - 112 hours) Duties: Financial Planning Securities Insurance products Name: SOUTH DENVER KIWANIS FOUNDATION POSITION: Board member NATURE: Board position INVESTMENT RELATED: No # OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 10/02/2014 ADDRESS: PO Box 101405, Denver CO 80250 DESCRIPTION: Attend board meetings. Name: STEVE HEIFETZ POSITION: maintenance person NATURE: property maintenance INVESTMENT RELATED: No # OF HOURS: 15 SECURITIES TRADING HOURS: 2 START DATE: 06/03/2024 ADDRESS: 894 shadow mtn dr, highlands ranch CO 80126 DESCRIPTION: Painting interior and exteriors. Caulking and patching walls. Regrouting tile. Changing light bulbs. Minor plumbing repairs. Minor building repairs.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-05-03
• S63 Uniform Securities Agent State Law Examination
  1990-06-04

Designations