Nathan Shane Heinlein

Current Employers

Employment History

• 07/2023 → Present
  Commonwealth Financial Group
  Daniel Island, SC
• 10/2021 → 06/2023
  Ignite Digital Services
  Charleston, SC
• 09/2010 → 06/2017
  Gilman School
  Baltimore, MD
• 06/2017 → 10/2021
  Wofford College
  Spartanburg, SC
• 08/2023 → 11/2023
  Cetera Advisor Networks Llc
  El Segundo, CA
• 11/2023 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 02/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1. NAME OF OTHER BUSINESS: COMMONWEALTH FINANCIAL GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: THE COMPANY PROVIDES FINANCIAL PLANNING, INVESTMENT MANAGEMENT SERVICES, AND SOLICITS THE SALE OF INSURANCE PRODUCTS TO CUSTOMERS START DATE: 7/2023 POSITION/TITLE/RELATIONSHIP: ASSOCIATE APX NUMBER OF HOURS PER WEEK: 8 APX NUMBER OF HOURS DURING TRADING HOURS: 8 BRIEF DESCRIPTION OF DUTIES: PREFORM CLERICAL DUTIES AS A PART OF THE FINANCIAL PLANNING TEAM;

Exams

• S66 Uniform Combined State Law Examination
  2024-02-07