Patrick H Heijmen

CRD 4527258 · Wells Fargo Advisors · Warrenton, VA

IA RegisteredBroker

Also appears in the source record as: Patrick Heijmen

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (6): SIESeries 31Series 7Series 10Series 9Series 66
Registered states (32): Alaska · Arizona · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Illinois · Kentucky · Louisiana · Maryland · Massachusetts · Minnesota · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · Oklahoma · Oregon · Pennsylvania · Rhode Island · South Carolina · Tennessee · Texas · Vermont · Virginia · Washington · West Virginia
Years in the industry (source record): 23
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Wells Fargo Advisors
Firm CRD: 19616
SEC number: 801-37967
Assets under management: $671.4B as of Jun 23, 2026
Website: www.twitter.com/WFINVESTING ↗
Phone: 314-875-3000
Firm location: St. Louis, MO, 63103-2205

Employment history (10)

From the source registration record · current first

Wells Fargo AdvisorsCurrent
Warrenton, VA · IA capacity

Sep 20, 2021 → present
Wells Fargo Clearing Services, LLCCurrent
Warrenton, VA · BC capacity

Sep 20, 2021 → present
Lpl Financial LLC
Warrenton, VA · IA capacity

Dec 6, 2018 → Oct 15, 2021
Lpl Financial LLC
Warrenton, VA · BC capacity

Dec 6, 2018 → Oct 15, 2021
Infinex Investments, Inc.
Middleburg, VA · IA capacity

Jun 1, 2008 → Feb 28, 2013
Infinex Investments, Inc.
Middleburg, VA · BC capacity

Jun 1, 2008 → Feb 28, 2013
Bi Investments, LLC
Middleburg, VA · IA capacity

Oct 22, 2003 → Jun 1, 2008
Bi Investments, LLC
Middleburg, VA · BC capacity

Jul 30, 2003 → Jun 1, 2008
Morgan Stanley
Washington, DC · IA capacity

Oct 24, 2002 → Jun 12, 2003
Morgan Stanley Dw Inc.
Purchase, NY · BC capacity

Jun 10, 2002 → Jun 12, 2003

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for CRD 4527258 ↗ FINRA BrokerCheck record for CRD 4527258 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: BROKERCHECK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.