Andrew Taylor Heird

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Hunt Valley, MD

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Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2020-01-17
MD	RA	APPROVED	2019-12-13

TX RA
APPROVED

Since 2020-01-17
MD RA
APPROVED

Since 2019-12-13

Branch Locations

11333 Mccormick Rd, Hunt Valley, MD 21031 • United States

Disclosures

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

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Hunt Valley	MD	04/2019	Present
Merrill Edge	Hunt Valley	PA	06/2017	04/2019
Power Train	York	PA	05/2016	06/2017
Bank Of America, N.A.	Hunt Valley	MD	09/2024	Present

04/2019 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Hunt Valley, MD
06/2017 → 04/2019

Merrill Edge

Hunt Valley, PA
05/2016 → 06/2017

Power Train

York, PA
09/2024 → Present

Bank Of America, N.A.

Hunt Valley, MD

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-12-12

S66 Uniform Combined State Law Examination

2019-12-12

Other Names

Andrew Heird

View on SEC IAPD

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OSAIC WEALTH, INC.

INDEPENDENT FINANCIAL PARTNERS

AE WEALTH MANAGEMENT, LLC

Other Investors

Andrew Benjamin Anthony

LANCE REID SCOTT

JOHN FRANCIS MORAN

Jack Richard Sweiderk

WILSON CROSBY TALIAFERRO

Cristina Polvinale Kothari

JOHN LUKE CHARLTON

Other Offices

BAY HARBOR WEALTH MANAGEMENT, LLC · HUNT VALLEY, MD

ABS CAPITAL PARTNERS, INC. · HUNT VALLEY, MD

GROFF WEALTH MANAGEMENT · HUNT VALLEY, MD

MONUMENTAL WEALTH, LLC · HUNT VALLEY, MD

BUSH RIVER TRUST, LLC · HUNT VALLEY, MD

OSAIC WEALTH, INC. · HUNT VALLEY, MD

INDEPENDENT FINANCIAL PARTNERS · Hunt Valley, MD

AE WEALTH MANAGEMENT, LLC · Hunt Valley, MD

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