Eric Paul Heinz

Current Employers

Employment History

• 07/2010 → 06/2016
  Lpl Financial
  Kaukauna, WI
• 06/2016 → 06/2017
  Sii Investments
  Appleton, WI
• 04/2024 → Present
  Associated Investment Services, Inc.
  Green Bay, WI
• 05/2023 → 04/2024
  Unemployed
  Greenfield, WI
• 09/2017 → 05/2023
  Thrivent Investment Management Inc
  Appleton, WI
• 06/2017 → 08/2017
  Unemployed
  Appleton, WI

Previous Registrations

• 2017-09-29 → 2023-05-18
  Thrivent Investment Management Inc.
  Appleton, WI
• 2016-06-17 → 2017-06-16
  Sii Investments, Inc.
  Appleton, WI
  Appleton, WI
  Appleton, WI
• 2010-07-14 → 2016-07-13
  Lpl Financial Llc
  Argoma, WI
  Hilbert, WI
  New London, WI
  Kiel, WI
  Appleton, WI
  Kaukauna, WI
  Dickeyville, WI
  Fennimore, WI
  Lancaster, WI
  Prairie Du Chien, WI
  Potosi, WI
  Darlington, WI
  Brodhead, WI
  Green Bay, WI
  Sturgeon Bay, WI
  Oconto, WI
  Lena, WI
  Green Bay, WI
  Omro, WI
  Algoma, WI
  Oshkosh, WI
  Wautoma, WI
  Winneconne, WI
  Stevens Point, WI
  Wautoma, WI
  Appleton, WI
  Appleton, WI
  Amherst, WI
• 2010-02-24 → 2010-05-21
  Uvest Financial Services Group, Inc.
  Appleton, WI
  Appleton, WI
  Appleton, WI
• 2007-04-02 → 2008-06-26
  Morgan Stanley & Co. Llc
  Appleton, WI
• 2006-12-08 → 2007-04-02
  Morgan Stanley Dw Inc.
  Appleton, WI
• 2004-08-26 → 2006-11-20
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Green Bay, WI
  Green Bay, WI

Other Businesses

Youth Basketball Referee; not investment-related; W6259 Rocky Mountain Dr, Greenville, WI; Referee; started 1/1/2024; 20 hours per month, none during trading hours; Referee youth basketball for various leagues & local tournaments on weekends during basketball season & sporadic throughout the year.

Exams

• S66 Uniform Combined State Law Examination
  2003-04-01

Other Names

• Eric P Heinz