Amy Jean Heapps

Current Employers

Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2026-02-23
CO	RA	APPROVED	2018-11-02

FL RA
APPROVED

Since 2026-02-23
CO RA
APPROVED

Since 2018-11-02

Branch Locations

Orlando, FL • 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

Organization	City	State	From	To
Healthworks Fitness Centers For Women	Salem	MA	04/2008	05/2019
Wave Health & Fitness	Boston	MA	03/2009	05/2019
Golds Gym	South Boston	MA	07/2011	12/2017
Jhfn Sii	Nashville	TN	06/2013	11/2018
Osaic Wealth, Inc.	Orlando	FL	11/2018	Present

04/2008 → 05/2019

Healthworks Fitness Centers For Women

Salem, MA
03/2009 → 05/2019

Wave Health & Fitness

Boston, MA
07/2011 → 12/2017

Golds Gym

South Boston, MA
06/2013 → 11/2018

Jhfn Sii

Nashville, TN
11/2018 → Present

Osaic Wealth, Inc.

Orlando, FL

Previous Registrations

2016-07-12 → 2018-11-02

Signator Investors, Inc.

Boston, MA

Boston, MA

Nashville, TN

Salem, NH

Gold River, CA

Other Businesses

1) GENXFINANCIAL POSITION: Head of Advisor Engagement NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 50 START DATE: 09/01/2017 ADDRESS: 12575 Faraday Lane, Orlando FL 32827, United States DESCRIPTION: GenXFinancial is the parent company for the following divisions: SellMyFinancial Practice, MyRemoteFA, Innovative Financial Group. GenXFinacial LLC also facilitates benefits and payroll for employees. I oversee marketing and advisor engagement. 2) SELL MY FINANCIAL PRACTICE POSITION: Advisor Engagement NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 12/01/2020 ADDRESS: 2908 Poston Ave, suite 1, Nashville TN 37203, United States DESCRIPTION: Provide information on marketing and services 3) INNOVATIVE FINANCIAL GROUP POSITION: Head of Advisor Engagement NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 04/05/2018 ADDRESS: 12575 Faraday Lane, Orlando FL 32827, United States DESCRIPTION: Marketing support, website, advisor events 4) SELL MY FINANCIAL PRACTICE POSITION: Advisor Engagement NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 12/01/2020 ADDRESS: 12575 Faraday Lane, Orlando FL 32827, United States DESCRIPTION: Provide information on marketing and services

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2016-07-11
S63	Uniform Securities Agent State Law Examination	2008-10-17

S65 Uniform Investment Adviser Law Examination

2016-07-11
S63 Uniform Securities Agent State Law Examination

2008-10-17

Other Names

Amy Jean Crabtree
Amy Pierre-Louis
Amy Jean Pierre-Louis

View on SEC IAPD