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333 W Santa Clara St Suite 604, San Jose, CA 95113-1125 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-12 |
| TX | RA | APPROVED_RES | 2022-01-18 |
Branch Locations
333 W Santa Clara St Suite 604, San Jose, CA 95113-1125 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Heckman Financial & Insurance Services | San Jose | CA | 05/1998 | Present |
| Heckman Financial & Insurance Services | San Jose | CA | 06/1992 | Present |
| Heckman Financial & Insurance Services | San Jose | CA | 01/2012 | Present |
| Heckman Financial & Insurance Services | San Jose | CA | 03/2022 | Present |
1)HECKMAN FINANCIAL INSURANCE SERVICES; INVESTMENT RELATED; same address; INSURANCE SALES; OWNER; 06/12/1992 TO PRESENT; 80 HOURS PER MONTH 4 HOURS PER MONTH DURING TRADING; SELL LIFE MEDICAL ANNUITY AND OTHER INSURANCE PRODUCTS. 2)HECKMAN FINANCIAL INSURANCE SERVICES; INVESTMENT RELATED; RIA; PRESIDENT; 12/15/1997 TO PRESENT; 70 HOURS PER MONTH 3 HOURS PER MONTH DURING TRADING; DO FINANCIAL INVESTMENT PLANNING FOR A FEE OR ASSET FOR CLIENTS. 3) Heckman Financial & Insurance Services; Non-Investment Related; Tax Preparer; 01/2012; San Jose, CA; 40 hrs/month during tax season; tax preparation and review. 4)FINANCIAL KNOWLEDGE INSTITUTE; NOT INVESTMENT RELATED; same address FKI CONDUCTS ON SITE EMPLOYEE EDUCATION & COMPANIES BY PROVIDING SPEAKERS KNOWLEGEABLE IN FINANCIAL, ESTATE PLANNING, AND REAL ESTATE; SPEAKER - CHAPTER DIRECTOR; 08/01/2009; SPEAKER WHEN SCHEDULED; 15 HOURS/MONTH(10 DURING SECURITIES TRADING HOURS).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-04-06 |
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