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Robin A. Heiney

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CRD#: 851756
RH

Professional summary


Robin Allan Heiney was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Robin is a previously registered financial professional and started their career in finance in 1978. Prior to being barred, Robin had worked at 8 firms, which includes TOLUCA PACIFIC SECURITIES CORP., NATIONAL SECURITIES CORPORATION, BRENNAN ROSS SECURITIES INC., PACIFIC SOUTHERN SECURITIES INC., WALL STREET WEST INC., RESOURCE INVESTMENT SERVICES, WADDELL & REED, N.I.S. FINANCIAL SERVICES INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Robin Allen Heiney | Robin Allan Helney

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 14, 1990 - December 4, 1990

TOLUCA PACIFIC SECURITIES CORP.

BD
CRD#: 13875
BURBANK, CA
Past

May 25, 1990 - August 15, 1990

NATIONAL SECURITIES CORPORATION

BD
CRD#: 7569
BOCA RATON, FL
Past

August 14, 1989 - July 18, 1990

BRENNAN ROSS SECURITIES, INC.

BD
CRD#: 18363
Past

July 25, 1989 - August 12, 1989

PACIFIC SOUTHERN SECURITIES, INC.

BD
CRD#: 13155
Past

January 4, 1989 - July 15, 1989

BRENNAN ROSS SECURITIES, INC.

BD
CRD#: 18363
Past

April 29, 1988 - January 1, 1989

WALL STREET WEST, INC.

BD
CRD#: 7529
Past

September 17, 1983 - April 3, 1986

RESOURCE INVESTMENT SERVICES

BD
CRD#: 13869
Past

June 2, 1980 - April 28, 1983

WALL STREET WEST, INC.

BD
CRD#: 7529
Past

July 31, 1979 - November 20, 1983

WADDELL & REED

BD
CRD#: 866
Past

May 1, 1978 - August 21, 1979

N.I.S. FINANCIAL SERVICES, INC.

BD
CRD#: 5361

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: 12/5/1988
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 4/17/1978
Registered Representative Examination
Principal/Supervisory Exam

Current Firm


TP
TOLUCA PACIFIC SECURITIES CORP.
TOLUCA LAKE SECURITIES CORP. | TOLUCA PACIFIC SECURITIES CORP.

CRD#: 13875 / SEC#: , 8-29814

BD
Cancelled by SEC on 06/17/2005
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Contact information


Main Address
Mailing Address
Phone number
Established
California since 05/01/1983
Firm type
Corporation
Fiscal year end
April
# of Employees

Documents


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


TOLUCA PACIFIC SECURITIES CORP.

CRD#: 13875

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