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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-03-28 |
Branch Locations
1645 N Spring Street Suite 315, Beaver Dam, WI 53916 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Heiar Insurance & Estate Planning | Beaver Dam | WI | 02/2019 | Present |
| Heiar Fencing Llc/Heiar Custom Fence | Beaver Dam | WI | 01/2012 | 12/2018 |
| Mml Investors Services, Llc | Beaver Dam | WI | 08/2023 | Present |
| Massmutual Life Insurance Co | Beaver Dam | WI | 12/2022 | Present |
| Gradient Advisors, Llc | Beaver Dam | WI | 03/2022 | 12/2022 |
NAME: HEIAR INSURANCE INV REL: Y ADD: 1645 N SPRING ST BEAVER DAM WI 53916 NATURE: OUTSIDE INSURANCE SALES POSITION: ACCOUNT MANAGER START DATE: 2/1/2019 NO HRS/MO: 40 NO HRS/MO DUR TRADING: 40 DESCRIBE DUTIES: HEALTH, MEDICARE (NO COMMISSIONS).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-03-20 |
| S65 | Uniform Investment Adviser Law Examination | 2022-02-16 |
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