David Charles Heide

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Palos Heights, IL
• 11/2016 → Present
  Rbc Capital Markets, Llc
  Palos Heights, IL
• 02/2017 → Present
  City National Bank
  Palos Heights, IL

Previous Registrations

• 2008-01-01 → 2016-11-02
  Wells Fargo Clearing Services, Llc
  Palos Heights, IL
  Naples, FL
• 2000-12-27 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Palos Heights, IL
  St. Louis, MO

Other Businesses

(1) THE BRIDGE TEEN CENTER; ADDRESS: 15555 S. 71ST COURT, ORLAND PARK IL, 60462; BUSINESS DESCRIPTION: NON-PROFIT; NOT INVESTMENT RELATED; START DATE: 12/28/2016; CAPACITY: BOARD OF DIRECTORS; DUTIES: BOARD PRESIDENT AND CO-CHAIR OF FINANCE COMMITTEE; HOURS DEVOTED PER WEEK: 01; HOURS DEVOTED DURING SECURITIES HOURS PER WEEK: NONE (2) HEIDE WEALTH MANAGEMENT PROPERTIES, INC. ; ADDRESS: 7420 W COLLEGE DRIVE PALOS HEIGHTS, IL 60463; BUSINESS DESCRIPTION: COMMERCIAL REAL ESTATE; NOT INVESTMENT RELATED; START DATE: 03/21/2017; CAPACITY: OWNER-PASSIVE; DUTIES: NONE; HOURS DEVOTED PER WEEK: NONE; HOURS DEVOTED DURING SECURITIES HOURS PER WEEK: NONE (3) SOUTHERN ILLINOIS UNIVERSITY FOUNDATION BOARD; ADDRESS: ALTGELD HALL ROOM 135, DEKALB, IL 60115; BUSINESS DESCRIPTION: SIU FOUNDATION; NOT INVESTMENT RELATED; START DATE: 11/17/2017; CAPACITY: BOARD OF DIRECTORS; DUTIES: GENERAL OVERSIGHT; HOURS DEVOTED PER MONTH: 1; HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: NONE (4)NAME OF ENTITY: Trenna Property Investments LLC; ADDRESS: 13640 Trafalgar Court Orland Park, IL 60462; NOT INVESTMENT RELATED; BUSINESS DESCRIPTION: LLC for ownership of commercial real estate; CAPACITY: Other/ My wife is the sole member of Trenna Property Investments LLC; START DATE: 01/01/2001; DUTIES: I have no duties other than co-funding; HOURS DEVOTED PER MONTH: 01hr/mnth; HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: None; (5)NAME OF ENTITY: LFD Squared, LLC dba- The Haven Indoor Golf; ADDRESS: 12317 S Harlem Ave Palos Heights, IL 60463; NOT INVESTMENT RELATED; BUSINESS DESCRIPTION: Indoor golf simulators for entertainment along with restaurant; CAPACITY: Owner/Passive; START DATE: 05/01/2021; DUTIES: Silent partner- passive ownership will help with foundation of business & help direct marketing & advertising with co-owner; HOURS DEVOTED PER MONTH: 01; HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 01; (6) NAME OF ENTITY: Business Entity (WIP LLC) ADDRESS:114 Ridge Drive DeKalb illinois 60115 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Rental Property START DATE: Jul 30, 2024 CAPACITY: Partner, Board of Directors DUTIES: I am one of 6 partners with 12.5% share of ownership. We decide on tenants and rent increases, etc. HOURS DEVOTED PER MONTH: 0 - 4 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 - 4

Exams

• S66 Uniform Combined State Law Examination
  2000-12-22
• S63 Uniform Securities Agent State Law Examination
  1990-12-14

Designations

Other Names

• Dave Heide