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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2016-11-01 |
| TX | RA | APPROVED | 2016-11-01 |
Branch Locations
7420 West College Drive Suite 200, Palos Heights, IL 60463 • United States
Palos Heights, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Palos Heights | IL | 05/2009 | 10/2016 |
| Rbc Capital Markets, Llc | Palos Heights | IL | 11/2016 | Present |
| City National Bank | Palos Heights | IL | 10/2017 | Present |
(1) HEIDE WEALTH MANAGEMENT PROPERTIES, LLC; ADDRESS: 7420 W COLLEGE DRIVE, PALOS HEGHTS, IL 60463; BUSINESS DESCRIPTION: PROPERTY OWNERSHIP; INVESTMENT RELATED; START DATE: 06/01/2012; CAPACITY: OWNER-PASSIVE; DUTIES: MAINTENANCE AND BILLS; HOURS DEVOTED PER WEEK: 1; HOURS DEVOTED DURING SECURITIES HOURS PER WEEK: NONE (2) HEIDE WEALTH MANAGEMENT PROPERTIES; ADDRESS: STE 451, 14225 95TH AVE. ORLAND PARK, IL; BUSINESS DESCRIPTION: REAL ESTATE; NOT INVESTMENT RELATED; START DATE: 08/01/2012; CAPACITY: PARTNER; DUTIES: PAY EXPENSES, REVIEW LEASES; HOURS DEVOTED PER WEEK: 2; HOURS DEVOTED DURING SECURITIES HOURS PER WEEK: NONE
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-07-12 |
| S63 | Uniform Securities Agent State Law Examination | 1995-10-16 |
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