William George Heckman

Current Employers

Employment History

• 02/2001 → 06/2024
  Securities America, Inc
  Orwigsburg, PA
• 05/1992 → 01/2025
  Heckman & Laudeman Llc, Cpas
  Orwigsburg, PA
• 07/2009 → Present
  Wealth Management Associates, Inc.
  Orwigsburg, PA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Orwigsburg, PA
• 01/2025 → Present
  Keystone Advisor Group
  Orwigsburg, PA

Other Businesses

1. WEST BRUNSWICK PROPERTIES, LLC POSITION: 50% owner NATURE: Land speculation INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/31/2019 ADDRESS: 400 Pinebrook Place, Suite 12, PO Box 347, Orwigsburg PA 17961 DESCRIPTION: Just purchasing 27 acres of farmland adjacent to my office. 2. WEALTH MANAGEMENT ASSOCIATES, INC. POSITION: INVESTMENT ADVISOR REPRESENTATIVE NATURE: WEALTH MANAGEMENT ASSOCIATES, INC. - INVESTMENT ADVISOR REPRESENTATIVE - 10% TIME SPENT INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 20 START DATE: 12/01/2000 ADDRESS: 1909 EAST RT 70, SUITE 100, CHERRY HILL NJ 08003 DESCRIPTION: Mainly an asset gatherer. Work with Dave Hess to develop investment plans and occasionally meet with investment clients. 3. WILLIAM G.HECKMAN POSITION: Sales NATURE: INSURANCE SALES - AGENT - INVESTMENT RELATED - START DATE: 12/2000 - LOCATED AT RT 61-400 PINE BROOK PLACE STE 12, ORWIGSBURG, PA 17961 - 2% TIME SPENT INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/01/2000 ADDRESS: 400 PineBrook Place, Suie 12, Orwigsburg PA 17961 DESCRIPTION: Part time sales. Fairly infrequent. 4. PINEBROOK PLACE, LTD. POSITION: General Partner NATURE: PINEBROOK PLACE LTD, COMMERCIAL RENTAL BUILDING, GENERAL PARTNER, TIME SPENT 2% INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 05/01/1998 ADDRESS: 400 PineBrook Place, Suite 12, Orwigsburg PA 17961 DESCRIPTION: Landlord. Monitor rent income and building expenses. 5. WILLIAM G. HECKMAN POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/15/2024 ADDRESS: 123 Woodview Dr, Orwigsburg PA 17961, United States DESCRIPTION: Revenue Sharing Arrangement with a Merchant Services Provider 6. KEYSTONE ADVISOR GROUP POSITION: Principal NATURE: Certified Public Accounting firm, LLC INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 160 START DATE: 01/24/2025 ADDRESS: PO Box 347, 400 PineBrook Place, Ste 12, ORWIGSBURG PA 17961 DESCRIPTION: I maintain the client relations.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-08-04
• S63 Uniform Securities Agent State Law Examination
  2001-05-08