Daniel Heims is a registered investment advisor, based in Williamsville, NY, with 2 years of industry experience.
Location
5920 Main Street, Williamsville, NY, 14221
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daniel is involved in several business activities, including being a route operations committee member for The Ride for Roswell, chief operations manager for The Heims Co. Inc and Lincoln Sparrow Advisors, LLC, a SEPTSA rep for Country Parkway PTA, and an office manager/registered client service associate for Bearingstone Wealth. His role at Lincoln Sparrow Advisors, LLC and Bearingstone Wealth, where he is involved in financial and investment planning, takes up nearly all of his time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations1 state
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