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MH

Mark W. Heinrich

GRF CAPITAL INVESTORS
Tulsa, OK 74104
Some features on this profile are disabled
CRD#: 2459057
MH

Professional summary

Mark West Heinrich, who also goes by Mark W Heinrich, is a registered financial professional currently at GRF CAPITAL INVESTORS, INC. located in Tulsa, Oklahoma and MCDERMOTT INVESTMENT SERVICES, LLC located in Naples, Florida.

Mark is registered as a RR (Registered Representative) and started their career in finance in 1994. Mark has worked at 8 firms and has passed the Series 66, Series 63, Series 99TO, SIE, Series 7, Series 6, Series 14, Series 28 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Mark W Heinrich

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Mark West Heinrich's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

July 28, 2011 - Present

GRF CAPITAL INVESTORS, INC.

Office #1: 1776 South Utica Ave., Tulsa, OK 74104
BD
CRD#: 24971
Tulsa, OK
Current

March 26, 2026 - Present

MCDERMOTT INVESTMENT SERVICES, LLC

Office #1: 900 Broad Ave South Suite 2c, Naples, FL 34102
BD
CRD#: 154926
NAPLES, FL
Past

August 15, 2023 - February 12, 2026

CHELSEA FINANCIAL SERVICES

BD
CRD#: 47770
Tulsa, OK
Past

January 24, 2012 - November 9, 2015

REDHAWK WEALTH ADVISORS, INC.

RIA
CRD#: 146616
TULSA, OK
Past

January 4, 2010 - December 31, 2011

VARIABLE INVESTMENT ASSOCIATES, INC.

BD
CRD#: 44412
TEA, SD
Past

April 2, 2008 - November 28, 2011

REDHAWK WEALTH ADVISORS, INC.

RIA
CRD#: 146616
TULSA, OK
Past

November 2, 2007 - October 30, 2009

BELLEVUE CHICAGO, LLC

BD
CRD#: 106069
CHICAGO, IL
Past

September 7, 2005 - October 9, 2007

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
TULSA, OK
Past

August 22, 2005 - October 9, 2007

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
TULSA, OK
Past

April 11, 1994 - June 28, 1996

NEW ENGLAND SECURITIES

BD
CRD#: 615
NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Oklahoma
(7/28/2011)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/2/2005
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 4/8/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/19/2005
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 4/8/1994
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
RR
Series 28
Date: 4/18/2012
Introducing Broker/Dealer Financial Operations Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 10/19/2011
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

MI
MCDERMOTT INVESTMENT SERVICES, LLC
MCDERMOTT INVESTMENT SERVICES, LLC

CRD#: 154926 / SEC#: , 8-68683

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information

Main Address
900 Broad Ave South Suite 2c, Naples, FL 34102
Mailing Address
P.o. Box 1784, Naples, FL 34106
Phone number
(610) 882-1460
Established
Pennsylvania since 07/21/2010
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
MCDERMOTT, DEAN PATRICKMANAGING MEMBER, CHIEF COMPLIANCE OFFICER1731834
CITO, JOHN PHILIPMANAGING DIRECTOR724521
RIP, OLGACHIEF FINANCIAL OFFICER/FINOP5440553

Disclosures

Civil Event1

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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Company Information

MCDERMOTT INVESTMENT SERVICES, LLC

CRD#: 154926Tulsa, OK 74104

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