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Detailed Report
Daniel Cody Heidel
Daniel C Heidel, Daniel Heidel
CRD#: 7532971
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Investment Adviser
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Previous Broker
INTEGRITAS WEALTH STRATEGIES, LLCCRD#: 332359 CHARLESTON, SC
Registration History
AprJulOct2023AprJulOct2024AprJulOct2025AprJulOct2026IAINTEGRITAS WEALTH STRATEGIES, LLC (CRD# 332359)2024 - Present (<1 year)BAMERIPRISE FINANCIAL SERVICES, LLC (CRD# 6363)2023 - 2024 (1 year)BTHRIVENT INVESTMENT MANAGEMENT... (CRD# 18387)2023 - 2023 (<1 year)IAAMERIPRISE FINANCIAL SERVICES, LLC (CRD# 6363)2024 - 2024 (<1 year)
License(s)

State Registrations

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Georgia 8/2/2024
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Texas 10/31/2024
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South Carolina 9/2/2024
Current Registration(s)
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INTEGRITAS WEALTH STRATEGIES, LLC (CRD#:332359)
CHARLESTON, SC
Registered with this firm since 8/2/2024
Previous Registration(s)
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 06/27/2024 - 08/05/2024 AMERIPRISE FINANCIAL SERVICES, LLC (CRD#:6363) MT. PLEASANT, SC
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 06/05/2023 - 08/05/2024 AMERIPRISE FINANCIAL SERVICES, LLC (CRD#:6363) MT. PLEASANT, SC
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 02/16/2023 - 04/13/2023 THRIVENT INVESTMENT MANAGEMENT INC. (CRD#:18387) MINNEAPOLIS, MN
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.