Christopher Michael Heilman

Current Employers

Employment History

• 05/2013 → 02/2021
  Suntrust Investment Services, Inc.
  Atlanta, GA
• 09/2016 → 02/2021
  Suntrust Advisory Services
  Atlanta, GA
• 02/2021 → 08/2021
  Truist Investment Services, Inc.
  Charlotte, NC
• 08/2021 → Present
  Kestra Investment Services, Llc
  Virginia Beach, VA
• 08/2021 → Present
  Kestra Private Wealth Services, Llc
  Virginia Beach, VA

Previous Registrations

• 2016-09-27 → 2021-08-19
  Truist Advisory Services, Inc.
  Virginia Beach, VA
  Virginia Beach, VA
  Chesapeake, VA
  Virginia Beach, VA
  Virginia Beach, VA
  Cheriton, VA
  Onancock, VA
  Virginia Beach, VA
• 2013-05-31 → 2016-12-31
  Truist Investment Services, Inc.
  Chesapeake, VA
  Norfolk, VA
  Virginia Beach, VA
  Virginia Beach, VA
  Virginia Beach, VA
  Cheriton, VA
  Onancock, VA
  Virginia Beach, VA
  Norfolk, VA
  Norfolk, VA
• 2010-03-31 → 2013-06-03
  Raymond James Financial Services Advisors, Inc
  Virginia Beach, VA
• 2008-06-17 → 2010-03-26
  Bb&T Investment Services, Inc.
  Charlotte, NC
  Portsmouth, VA
  Chesapeake, VA
  Portsmouth, VA
  Norfolk, VA
• 2007-10-26 → 2008-06-17
  Wells Fargo Clearing Services, Llc
  Richmond, VA
  Virginia Beach, VA
  Norfolk, VA
• 2007-04-02 → 2007-07-30
  Morgan Stanley & Co. Llc
  Virginia Beach, VA
• 2006-10-13 → 2007-04-02
  Morgan Stanley Dw Inc.
  Virginia Beach, VA

Other Businesses

Name: 3259 Pantanal Lane Kissimmee Florida Rental Property Investment Related: No Address: 3159 Pantanal Lane Kissimmee FL 34747 Nature of Business: Real Estate Position, Title or Relationship: Owner of property, but property manager handles all operations. Start Date: 8/1/2021 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Owner. No direct activities duties or obligations. Name: Freedom Fiduciary Advisors Investment Related: Yes Address: 4445 Corporation Lane Ste 218 Virginia Beach VA 23462 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through an independent outside RIA Position, Title or Relationship: Managing Partner Financial Advisor Start Date: 8/19/2021 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Provide financial planning, investment advice, security selection, and portfolio management. Name: 3159 PANTANAL LANE KISSIMMEE FL 34747 POSITION: owner NATURE: Real Estate INVESTMENT RELATED: Yes # OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/03/2022 ADDRESS: 3159 Pantanal Lane, Kissimmee FL 34747 DESCRIPTION: None. Property manager handles. Name: 3724 KINGS POINT ARCH VIRGINIA BEACH VA 23452 POSITION: owner NATURE: Real Estate INVESTMENT RELATED: Yes # OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: 3724 Kings Point Arch, Virginia Beach VA 23452, United States DESCRIPTION: receive rent Name: FREEDOM FIDUCIARY ADVISORS POSITION: Owner/ Managing Partner NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/19/2021 ADDRESS: 4445 Corporation Lane, Suite 218, Virginia Beach VA 23462, United States DESCRIPTION: Investment advice Financial Planning Security Selection Portfolio management Name: MAKE MONEY TUESDAY LLC POSITION: Owner NATURE: LLC used for payroll for 2 employees INVESTMENT RELATED: Yes # OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/08/2021 ADDRESS: 4445 Corporation Lane, Suite 218, Virginia Beach VA 23462, United States DESCRIPTION: Sending payroll to ADP Name: MM MAGIC RENTALS LLC POSITION: Owner NATURE: Real Estate INVESTMENT RELATED: Yes # OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 05/10/2022 ADDRESS: 909 Roy Ct, Chesapeake VA 23320, United States DESCRIPTION: Market on AirBnB and coordinate cleaning and maintenance. Communicate with tenants. Name: MAGICAL MEMORY MAKERS, LLC POSITION: Owner NATURE: Real Estate INVESTMENT RELATED: Yes # OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 01/16/2023 ADDRESS: 2928 On The Rocks Point, Kissimmee FL 34747, United States DESCRIPTION: List on AirBnB, coordinate with cleaners, handy man, contractors, manage business bank account. NAME: FREEDOM FIDUCIARY ADVISORS POSITION: Owner/ Managing Partner NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/19/2021 ADDRESS: 3704 Pacific Ave, Suite 200, Virginia Beach VA 23451, United States DESCRIPTION: Investment advice Financial Planning Security Selection Portfolio management

Exams

• S66 Uniform Combined State Law Examination
  2006-10-12

Other Names

• Christopher Heilman
• Chris Heilman