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KH

Krystoff Heineman

CRD#: 5893290
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KH
Krystoff Heineman

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.

Krystoff Heineman, who also goes by Krystoff Alexander Heineman, Krystoff Alexander Sterling Heineman, Krytoff Heineman, was a registered financial professional .

Krystoff is a previously registered financial professional and started their career in finance in 2020. Krystoff had worked at 3 firms and has passed the Series 63, Series 79TO and SIE exams.

Question & Answer


Are you a "fiduciary"?
No

Aliases


Krystoff Alexander Heineman | Krystoff Alexander Sterling Heineman | Krytoff Heineman

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

August 9, 2023 - June 18, 2026

RF M&A SERVICES LLC

BD
CRD#: 154250
CHARLOTTE, NC
Past

June 27, 2022 - November 14, 2022

EDGEMONT CAPITAL PARTNERS, L.P.

BD
CRD#: 122572
NEW YORK, NY
Past

November 16, 2020 - June 14, 2022

DELOITTE CORPORATE FINANCE LLC

BD
CRD#: 111747
CHARLOTTE, NC

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 9/11/2020
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 11/16/2020
Investment Banking Registered Representative Examination
General Industry/Product Exam

Current Firm


RM
RF M&A SERVICES LLC
BLACKARCH SECURITIES LLC | RF M&A SERVICES LLC | BLACKARCH SECURITIES, LLC

CRD#: 154250 / SEC#: , 8-68621

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


Main Address
227 W. Trade Street Suite 2200, Charlotte, NC 28202
Mailing Address
227 W. Trade Street Suite 2200, Charlotte, NC 28202
Phone number
(704) 414-6300
Established
North Carolina since 05/03/2010
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (47 States and Territories)


Documents


Direct owners and executive officers


NamePositionCRD#
BLACKARCH PARTNERS, LLCSOLE MEMBER
EDWARDS, WILLIAM BRIANCHIEF COMPLIANCE OFFICER4368899
HAMILTON, GRANT THOMASVICE PRESIDENT/ REGISTERED PRINCIPAL4697922
HOLLOWAY, GLENN CHRISTOPHERPRESIDENT/DESIGNATED PRINCIPAL/FINOP/CFO/PFO/POO4566759

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


RF M&A SERVICES LLC

CRD#: 154250

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