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MH

Matthew J. Heintz

TPG CAPITAL BD
Fort Worth, TX 76102
Some features on this profile are disabled
CRD#: 4358217
MH

Professional summary

Matthew James Heintz, who also goes by Matthew J. Heintz, Matthew James Heintz, Matthew James Heintz, is a registered financial professional currently at TPG CAPITAL BD, LLC located in Fort Worth, Texas.

Matthew is registered as a RR (Registered Representative) and started their career in finance in 2002. Matthew has worked at 3 firms and has passed the Series 63, SIE, Series 3, Series 7, Series 30 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Matthew J. Heintz | Matthew James Heintz | Matthew James Heintz

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 Matthew James Heintz'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

November 3, 2023 - Present

TPG CAPITAL BD, LLC

Office #1: 301 Commerce Street Ste 3300, Fort Worth, TX 76102Office #2: 111 South Wacker Drive 36th Floor, Chicago, IL 60606
BD
CRD#: 143876
Fort Worth, TX
Past

April 22, 2013 - October 5, 2022

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.

BD
CRD#: 102920
CHICAGO, IL
Past

April 2, 2002 - January 8, 2004

EDWARD JONES

BD
CRD#: 250
ST. LOUIS, MO

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
Illinois
(11/3/2023)

Exams

State Security Law Exam
RR
Series 63
Date: 5/1/2013
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 3
Date: 6/11/2015
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7
Date: 4/19/2013
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 30
Date: 12/17/2018
NFA Branch Manager Examination
Principal/Supervisory Exam
RR
Series 24
Date: 6/14/2017
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

TC
TPG CAPITAL BD, LLC
TPG CAPITAL BD, LLC

CRD#: 143876 / SEC#: , 8-67616

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

Main Address
301 Commerce Street Ste 3300, Fort Worth, TX 76102
Mailing Address
301 Commerce Street Ste 3300, Fort Worth, TX 76102
Phone number
(817) 871-4000
Established
Texas since 03/21/2007
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
TPG BD ADVISORS, LLCSOLE MEMBER
DAVIDSON, MARTIN LOUISFINOP AND PRINCIPAL FINANCIAL OFFICER5330788
UMAYAM, MICHAELCHIEF COMPLIANCE OFFICER6814011
WEINGART, JACK CHARLESCEO1879144

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.

Company Information

TPG CAPITAL BD, LLC

CRD#: 143876Fort Worth, TX 76102

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