Joseph Allan Heilman

Current Employers

Employment History

• 05/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fargo, ND
• 05/2012 → 04/2022
  Appareo Systems, Llc
  Fargo, ND
• 08/2022 → Present
  Bank Of America, N.A.
  Fargo, ND

Other Businesses

I*866237, Entity: Entity Charitable, Name: North Dakota State University Foundation, Investment-related, No, Address: Fargo, ND, 58102, Position, Title, Association: Board Member, Employee Start Date: 09/01/2009, No Hours: 2hrs/Mo, No Hours during trading: 0, Duties: By forging connections, fostering support, and facilitating outcomes, the NDSU Foundation fulfills its mission of building enduring The Trustees are responsible for providing input and guidance to the Executive Governing Board (the Board) of North Dakota State University Foundation on significant matters, with two areas of special emphasis: (a) issues related to fundraising, asset management, and financial support of North Dakota State University (the University), and (b) alumni and other supporters involvement, engagement, and communications, both in furtherance of the Corporations purpose of supporting the educational mission and activities of the University. The Trustees shall have the authority and responsibilities as described in the attached Charter, as it may be amended from time to time by the Board. The Trustees assist the Board in its decision-making process in the manner described in this Charter. The Trustees shall at all times be subject to the ultimate authority of the Board. I*1142261For profit or not for profit: Entity For ProfitName of outside business organization: Spacee Inc.Investment related: NAddress of business: Dallas, Texas, 75243Nature of business: ["Corporation"]Position, title, association: ["Other"], Start date of relationship: 1/16/2023Number of hours devoted: 5 hour(s) MonthlyNumber of hours devoted during trading hours: 1Duties: Advisory Board, Software Company utilizing Artificial Intelligence to enhance inventory visibility and touch screen technology. Role is advisor to the company.I*1011305For profit or not for profit: Name of outside business organization: Intelligent Agricultural Solutions, LLCInvestment related: NAddress of business: , , Nature of business: Position, title, association: , Start date of relationship: Number of hours devoted: hour(s) Number of hours devoted during trading hours: Duties: , Signing applications and other paperwork for product design patent applications filed before my departure from my previous role.I*1182258For profit or not for profit: Entity GovernmentalName of outside business organization: NDSU - College of Business Advisory BoardInvestment related: NAddress of business: Fargo, North Dakota, 58102Nature of business: ["School, College or University"]Position, title, association: ["Committee","Board Member"], [["Other"]]Start date of relationship: 9/15/2016Number of hours devoted: 3 hour(s) YearlyNumber of hours devoted during trading hours: 3Duties: , Provide feedback to and advise the Dean of the College of Business for NDSU on various programs and initiatives the college is undertaking; I*1182255, Entity Type, Name of OBA:Fargo Moorhead West Fargo Chamber of Commerce Address:Fargo, ND 58104 Investment Related:NO Position, Title, Association: Public Policy Committee Member and Chair Employee Start Date:05/2022 No Hours: 3 hrs monthly No Hours during trading: 3 hrs monthyl Duties: To provide feedback and advise on the Chamber's public policy initiatives. I have also been asked to serve as the Chair for the Public Policy Committee. In this role, I help run meetings and also help provide ideas for future meeting content and guest speakers. My role would be purely advisory, with no final decision making authority. I*1183256 Type: Charitable Name: Valley RC Flyers Address: Fargo, ND Investment: No Position: Board Member,Officer,Other Start Date: 02/11/2026 Hours: 2, Weekly Hours during trading: 0, Weekly Duties: To promote and foster a community of remote control aircraft enthusiasts and to provide a facility and venue to enjoy the hobby. I currently in a rotating role of President/Vice President. I serve on the board, host club meetings, and help organize events and communications.

Exams

• S66 Uniform Combined State Law Examination
  2022-09-01

Other Names

• Joe Allan Heilman
• Joseph A Heilman