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David Paul Andrews

Heritage Wealth Management, Inc.

San Diego, CA

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Current Employers
Heritage Wealth Management, Inc.

11440 W. Bernardo Ct. Ste 390, San Diego, CA 92127 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2021-12-16
  • CA RA
    APPROVED
    Since 2021-12-16

Branch Locations

11440 W. Bernardo Ct. Ste 390, San Diego, CA 92127 • 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
OrganizationCityStateFromTo
Intuit Inc. San Diego CA 09/2015 09/2016
Point Loma Credit Union San Diego CA 09/2016 12/2018
Advantis Credit Union Portland OR 01/2019 09/2021
Heritage Wealth Management San Diego CA 11/2021 Present
  • 09/2015 → 09/2016
    Intuit Inc.
    San Diego, CA
  • 09/2016 → 12/2018
    Point Loma Credit Union
    San Diego, CA
  • 01/2019 → 09/2021
    Advantis Credit Union
    Portland, OR
  • 11/2021 → Present
    Heritage Wealth Management
    San Diego, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-08-20
  • S65 Uniform Investment Adviser Law Examination
    2022-08-20
Designations

View on SEC IAPD

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Other Offices

CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
RBC CAPITAL MARKETS, LLC · SAN DIEGO, CA
CETERA INVESTMENT MANAGEMENT LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA

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