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Advisor at HECK CAPITAL ADVISORS, LLC
Milwaukee, WI
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| HECK CAPITAL ADVISORS, LLC | Other adviser | Aug 21, 2025 | n/a | yes | Milwaukee, WI | Current employment |
| U.S. BANCORP INVESTMENTS, INC. | Former SEC adviser | Aug 18, 2015 | Jul 23, 2025 | no | Germantown, WI|Menomonee Falls, WI|Milwaukee, WI|Sussex, WI | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Aug 9, 2012 | Sep 12, 2013 | no | WAUWATOSA, WI|MEQUON, WI|MILWAUKEE, WI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| U.S. BANCORP INVESTMENTS, INC. | HECK CAPITAL ADVISORS, LLC | Jul 23, 2025 | Aug 21, 2025 | 29 | Firm change | Other |
| WELLS FARGO ADVISORS | U.S. BANCORP INVESTMENTS, INC. | Sep 12, 2013 | Aug 18, 2015 | 705 | Firm change after gap | Other |