Daniel Joseph Heidelberger

Current Employers

Employment History

• 12/2006 → 12/2016
  Thrivent Investment Management Inc
  Lake Forest, CA
• 06/2007 → 12/2016
  Thrivent Financial For Lutherans
  Appleton, WI
• 01/2017 → 03/2017
  Msi Financial Services
  Irvine, CA
• 01/2017 → 02/2024
  Massmutual Life Insurance Co
  Costa Mesa, CA
• 03/2017 → 02/2024
  Mml Investors Services, Llc
  Costa Mesa, CA
• 02/2024 → Present
  Sovran Advisors Llc - Crd 329415
  Costa Mesa, CA
• 02/2024 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA

Previous Registrations

• 2017-03-25 → 2024-03-05
  Mml Investors Services, Llc
  Costa Mesa, CA
• 2017-01-03 → 2017-03-25
  Msi Financial Services, Inc.
  Irvine, CA
• 2007-02-26 → 2017-01-04
  Thrivent Investment Management Inc.
  Mission Viejo, CA
  Lake Forest, CA
  Thousand Oaks, CA
  Irvine, CA

Other Businesses

1.NAME OF OTHER BUSINESS: SOVRAN ADVISORS LLC - CRD 329415 INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISOR REPRESENTATIVE START DATE: 02/2024 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING AND ASSET MANAGEMENT 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 04/2007 APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 5 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS FIXED INSURANCE PRODUCTS 3. NAME OF OTHER BUSINESS: DANIEL J HEIDELBERGER INVESTMENT RELATED: YES ADDRESS: 66 BENNINGTON IRVINE, CA 92617 NATURE OF BUSINESS: PROPERTY RENTAL START DATE: 09/2005 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES

Exams

• S66 Uniform Combined State Law Examination
  2007-02-23

Designations