Kenny Heller

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2024-06-17

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Wells Fargo	San Francisco	CA	06/2021	01/2023
Guaranteed Rate	El Dorado Hills	CA	08/2020	06/2021
Wells Fargo	San Francisco	CA	07/2016	08/2020
Northwestern Mutual Life Insurance Company	Milwaukee	WI	02/2023	05/2024
Northwestern Mutual Investment Services Llc	San Francisco	CA	03/2023	05/2024
Northwestern Mutual Wealth Management Company	Milwaukee	WI	11/2023	05/2024
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Oakland	CA	05/2024	Present
Bank Of America, N.A	Oakland	CA	06/2024	Present

06/2021 → 01/2023

Wells Fargo

San Francisco, CA
08/2020 → 06/2021

Guaranteed Rate

El Dorado Hills, CA
07/2016 → 08/2020

Wells Fargo

San Francisco, CA
02/2023 → 05/2024

Northwestern Mutual Life Insurance Company

Milwaukee, WI
03/2023 → 05/2024

Northwestern Mutual Investment Services Llc

San Francisco, CA
11/2023 → 05/2024

Northwestern Mutual Wealth Management Company

Milwaukee, WI
05/2024 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Oakland, CA
06/2024 → Present

Bank Of America, N.A

Oakland, CA

2023-10-04 → 2024-05-24

Northwestern Mutual Investment Services, Llc

San Francisco, CA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-09-30

Other Firms