Scott Edward Heinila

Current Employers

Employment History

• 07/2009 → Present
  Pcc Consulting, Llc
  Northlake, TX
• 07/2017 → 02/2019
  Questar Asset Management, Inc.
  Minneapolis, MN
• 09/2019 → 07/2022
  E.A. Horwitz Llc
  San Juan Capistrano, CA
• 12/2020 → 07/2022
  Western International Securities, Inc.
  San Juan Capistrano, CA
• 09/2021 → 09/2021
  Retirement Investment Advisors Inc.
  Corona, CA
• 07/2022 → 01/2024
  Axxcess Wealth Management, Llc
  Northlake, TX
• 07/2022 → 12/2023
  Center Street Securities, Inc.
  Northlake, TX
• 01/2024 → Present
  Axxcess Wealth Management, Llc Dba Zandbergen Group
  Northlake, TX

Previous Registrations

• 2019-09-10 → 2022-07-21
  E. A. Horwitz Llc
  Deerfield, IL
  San Juan Capistrano, CA
• 2021-09-13 → 2021-09-29
  Retirement Investment Advisors Inc.
  Corona, CA
  Argyle, TX
• 2017-09-25 → 2019-02-15
  Questar Asset Management, Inc.
  San Juan Capistrano, CA
  Minneapolis, MN

Other Businesses

[1] Insurance; Not-Investment-Related; Northlake, TX; Insurance; Agent; Start 01/2011; Accident & Health, Life, and Variable Insurance [2] Prism Wealth Preservation and Insurance Solutions, LLC; Not-Investment-Related; Northlake, TX; DBA for Insurance Business; President; Start 01/2011 [3) The Zandbergen Group; Not-Investment-Related; Northlake, TX; DBA for Investment Advisory Business with Axxcess Wealth Management, LLC [4] Producers Choice Network; Not-Investment-Related; Northlake, TX; DBA for PCC Consulting, LLC business; Executive Director; Start 07/2009; [5] PCC Consulting, LLC; Not-Investment-Related; Northlake, TX; Insurance; President; Start 07/2009; 150 hours during securities trading hours; Time is commingled with investment advisory business time; Wholesaler distributor of fixed annuities, life, and LTC [6] Ambiguous LLC; Not-Investment-Related; Northlake, TX; Real Estate Investment; Owner of building; 0 hours; passive investment [7] Meals on Wheels Orange County; Not Investment-related; Anaheim, CA; Charitable organization; Board Member; Approximately 1 hour/month; not during securities trading hours; attend board meetings.

Exams

• S63 Uniform Securities Agent State Law Examination
  2021-01-27
• S65 Uniform Investment Adviser Law Examination
  2017-09-25

Other Names

• Scott Edward Wagenhals
• Scott Heinila