Heath Nicholas Hendrickson

Current Employers

Employment History

• 12/2010 → 12/2017
  Schmidt & Volk, Cpa'S, Pc
  Perry, NY
• 01/2018 → 12/2018
  Robert W. Schmidt Jr., Cpa, Pc
  Perry, NY
• 01/2019 → Present
  Allied Cpa'S, Pc
  Perry, NY
• 11/2021 → 06/2024
  Securities America, Inc
  Perry, NY
• 01/2022 → 06/2024
  Securities America Advisors
  Perry, NY
• 06/2024 → Present
  Osaic Wealth, Inc.
  Perry, NY
• 06/2024 → Present
  Osaic Wealth, Inc.
  Perry, NY

Previous Registrations

• 2022-01-05 → 2024-06-14
  Securities America Advisors, Inc.
  Perry, NY

Other Businesses

1.ALLIED CPAS, PC POSITION: Partner NATURE: Certified Public Accountant INVESTMENT RELATED: No NUMBER OF HOURS: 159 SECURITIES TRADING HOURS: 159 START DATE: 09/18/2023 ADDRESS: 199 S. Main St., PO Box 1, Perry NY 14530-0001, United States DESCRIPTION: Tax and accounting work for clients 2. ALLIED FINANCIAL SERVICES, INC. POSITION: Solicitor NATURE: S corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/29/2025 ADDRESS: 199 S Main St, Perry NY 14530, United States DESCRIPTION: Solicit new clients and opportunities, pass along to other members of business 3. WEST WINDS FAMILY FARM, LLC POSITION: Member NATURE: Fruit tree farm, eventually will have a roadside stand once trees and bushes bear fruit in 5-10 years INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 06/23/2025 ADDRESS: 40 Spring Street, Avon NY 14414, United States DESCRIPTION: Planting and watering trees and bushes

Exams

• S66 Uniform Combined State Law Examination
  2021-12-20

Other Names

• Heath N Hendrickson