David Jeffery Heim

Current Employers

Strategic Wealth Advisors Group, Inc.

8667 Hall Road, Utica, MI 48317 • United States

Current Registrations

Authority	Category	Status	Date
AR	RA	APPROVED	2018-03-01
MO	RA	APPROVED	2018-02-13

AR RA
APPROVED

Since 2018-03-01
MO RA
APPROVED

Since 2018-02-13

Branch Locations

Nixa, MO • United States

8667 Hall Road, Utica, MI 48317 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
United Advisors America Corporation	Frisco	TX	01/2010	11/2017
Alliance America Corporation	University Park	FL	10/2010	11/2017
Strategic Wealth Advisors Group	Nixa	MO	01/2018	Present
Heim Financial Solutions	Nixa	MO	11/2017	Present

01/2010 → 11/2017

United Advisors America Corporation

Frisco, TX
10/2010 → 11/2017

Alliance America Corporation

University Park, FL
01/2018 → Present

Strategic Wealth Advisors Group

Nixa, MO
11/2017 → Present

Heim Financial Solutions

Nixa, MO

Previous Registrations

2010-01-15 → 2017-11-29

United Advisors America

Prosper, TX

Nixa, MO

Other Businesses

Heim Financial Solutions Investment Related 502 Willowdale Ct, Nixa, MO 65714 75% of time spent Co-Owner/Agent

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2010-01-11
S63	Uniform Securities Agent State Law Examination	1997-08-27

S65 Uniform Investment Adviser Law Examination

2010-01-11
S63 Uniform Securities Agent State Law Examination

1997-08-27

Other Names

Dave Heim

View on SEC IAPD