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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-03-08 |
| CA | RA | APPROVED | 2016-10-13 |
Branch Locations
500 Ygnacio Valley Rd Ste 270B, Walnut Creek, CA 94596 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ca Tour Consultants | San Francisco | CA | 07/2009 | 10/2016 |
| Waddell & Reed, Inc | Napa | CA | 09/2009 | 10/2016 |
| Various Insurance Carriers For W & R Insurance Agencies | Napa | CA | 03/2010 | 10/2016 |
| Streamline Events | San Francisco | CA | 07/2011 | 10/2016 |
| John Cordeiro | Napa | CA | 08/2012 | 10/2016 |
| Ryan Heidrich | Napa | CA | 03/2013 | 10/2016 |
| Napa Rotary Club | Napa | CA | 09/2014 | 10/2016 |
| Puertas Abiertas | Napa | CA | 10/2014 | 10/2016 |
| Napa Business Advantage | Napa | CA | 08/2014 | 10/2016 |
| Principal Life Insurance Company | Walnut Creek | CA | 10/2016 | Present |
| Principal Securities Inc | Walnut Creek | CA | 10/2016 | Present |
***Lionheart Enterprises; Not Investment Related; 500 Ygnacio Valley Rd, Suite 150, Walnut Creek, CA 94596; Distributor; Imports goods to sell at county fairs and other trades shows.; Start Date: 06/15/2018; 18 hrs per month; 18 during trading hours. ***Fixed Insurance; Investment Related; ; Agent; Fixed LI, DI, LTC, Annuity, Group Benefits; Start Date: 03/26/2019; 4 hrs per month; 4 during trading hours. ***Rental Property; Not Investment Related; Napa, CA; Co-Owner; Ryan and Lindsey Heidrich own rental property 50/50.; Start Date: 03/26/2021; 5 hrs per month; 0 during trading hours. LIONHEART ENTERPRISES POSITION: Sales NATURE: Lionheart Enterprises INVESTMENT RELATED: No NUMBER OF HOURS: 35 SECURITIES TRADING HOURS: 10 START DATE: 06/15/2018 ADDRESS: 1201 Cayetano Dr, Napa CA 94559, United States DESCRIPTION: Lionheart imports goods to sell at county fairs and other trades shows in the area. I sell the imported goods at local fairs and trade shows.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-18 |
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