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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-05-13 |
| CA | RA | APPROVED | 2012-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Chico | CA | 09/2012 | Present |
| Raymond James Financial Services Advisors Inc. | Chico | CA | 09/2012 | Present |
| Heithecker Financial | Chico | CA | 04/2014 | Present |
| Bidwell Wealth Advisors | Chico | CA | 11/2015 | Present |
| Heitheckr & Shanks Financial | Chico | CA | 03/2020 | Present |
(1)Name of Business: Bidwell Wealth Advisors Address: 250 Vallombrosa Ave Ste 450, Chico, CA, 95926, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 11/10/2015 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Partner (2)Name of Business: Heithecker Financial Address: 250 Vallombrosa Ave Ste 450, Chico, CA, 95926, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 04/03/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner (3)Name of Business: Heitheckr & Shanks Financial Address: 250 Vallombrosa , Chico , CA, 95926, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 03/01/2020 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 11-20 Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-05-25 |
| S63 | Uniform Securities Agent State Law Examination | 1994-08-02 |
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