Jonathan C. Heimarck
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jonathan Craig Heimarck, who also goes by Jon Heimarck, was a registered financial professional .
Jonathan is a previously registered financial professional and started their career in finance in 2003. Jonathan had worked at 17 firms and has passed the Series 66, Series 63, SIE, Series 87, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 17, 2024 - April 17, 2026
QUASAR DISTRIBUTORS, LLC
January 17, 2024 - April 17, 2026
PERPETUAL AMERICAS FUNDS DISTRIBUTORS, LLC
January 17, 2024 - April 17, 2026
IMST DISTRIBUTORS, LLC
January 17, 2024 - April 17, 2026
FORESIDE GLOBAL SERVICES, LLC
January 17, 2024 - April 17, 2026
FORESIDE FUNDS DISTRIBUTORS LLC
January 17, 2024 - April 17, 2026
FORESIDE FUND SERVICES, LLC
January 17, 2024 - April 17, 2026
FORESIDE FINANCIAL SERVICES, LLC
February 23, 2023 - December 15, 2023
EDWARD JONES
February 22, 2023 - December 15, 2023
EDWARD JONES
March 30, 2021 - October 31, 2022
PFG ADVISORS
March 26, 2021 - November 23, 2022
SECURITIES AMERICA, INC.
October 9, 2018 - January 29, 2021
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
September 27, 2018 - January 29, 2021
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
June 11, 2014 - June 13, 2018
QUESTAR ASSET MANAGEMENT, INC.
June 10, 2014 - June 13, 2018
QUESTAR CAPITAL CORPORATION
January 14, 2013 - October 9, 2013
TRANSAMERICA INVESTORS SECURITIES, LLC
March 2, 2011 - June 6, 2013
TRANSAMERICA FINANCIAL ADVISORS, LLC
April 20, 2009 - June 6, 2013
TRANSAMERICA FINANCIAL ADVISORS, LLC
November 7, 2008 - March 31, 2009
QUESTAR CAPITAL CORPORATION
December 16, 2005 - August 4, 2008
RBC CAPITAL MARKETS, LLC
July 24, 2003 - July 13, 2005
NORTHLAND SECURITIES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
QUASAR DISTRIBUTORS, LLC
CRD#: 103848 / SEC#: , 8-52323
Contact information
FINRA licenses (53 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| FORESIDE DISTRIBUTORS, LLC | SOLE MEMBER | |
| COWAN, TERESA MARIA KAZMIERSKI | PRESIDENT/MANAGER/DIRECTOR | 1544189 |
| EDELMAN, GABRIEL | SECRETARY | 6654419 |
| LA FOND, SUSAN LORENE | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER/TREASURER | 4512785 |
| LANZA, CHRISTOPHER CONTE | VICE PRESIDENT | 2184856 |
| MACCHIA, KATE SCHENDEL | VICE PRESIDENT | 4863973 |
| SOMMERS, WESTON | CFO/FINOP | 5290145 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
