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Matthew David Heller

Willner & Heller LLC

Encino, CA

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Current Employers
Willner & Heller Llc

15760 Ventura Blvd Suite 2026, Encino, CA 91436 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2018-03-20
CA RA APPROVED 2006-11-06
  • TX RA
    APPROVED_RES
    Since 2018-03-20
  • CA RA
    APPROVED
    Since 2006-11-06

Branch Locations

15760 Ventura Blvd Suite 2026, Encino, CA 91436 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Willner & Heller Llc Encino CA 10/2003 Present
Previous Registrations
  • 2003-03-28 → 2004-01-22
    Citicorp Investment Services
    Encino, CA
  • 1998-05-12 → 2003-03-19
    Banc Of America Investment Services, Inc.
    Thousand Oaks, CA
Other Businesses

Highrise Networks. Non-Investment Related. 633 W 6th Street. Ste. 2600. Los Angeles, CA 90071. Networking Group. Group Leader. 1/2/2025. 10 HRS/MONTH. 0 HRS/SECURITIES TRANSACTIONS HOURS. I lead a networking group of professionals and will receive compensation for each new member or renewing member.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-09-12
S63 Uniform Securities Agent State Law Examination 1992-01-24
  • S65 Uniform Investment Adviser Law Examination
    1997-09-12
  • S63 Uniform Securities Agent State Law Examination
    1992-01-24

View on SEC IAPD

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Other Offices

GOODSTEIN WEALTH MANAGEMENT LLC · ENCINO, CA
PORTFOLIO DESIGN LABS, LLC · ENCINO, CA
WEALTH MANAGEMENT PARTNERS OF LOS ANGELES · ENCINO, CA
FINANCIAL PLANNING FOR GENERATIONS, INC. · ENCINO, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · ENCINO, CA
WELLS FARGO CLEARING SERVICES, LLC · ENCINO, CA
WELLS FARGO CLEARING SERVICES, LLC · ENCINO, CA
LPL FINANCIAL LLC · ENCINO, CA

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