# HEATHER M. WRIGHT

HEATHER M. WRIGHT is an investment adviser representative (IAR) with state registration records since 2013, appearing at 5 firms. Currently registered with BCU WEALTH ADVISORS, LLC.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [BCU WEALTH ADVISORS, LLC](https://search.stillhousedata.com/firm/164173) | 2017-07-06 | present | Yes |
| [CUSO FINANCIAL SERVICES, L.P.](https://search.stillhousedata.com/firm/42132) | 2017-06-23 | 2023-06-30 | — |
| [GEM FINANCIAL ADVISORS, INC.](https://search.stillhousedata.com/firm/123031) | 2016-07-13 | 2017-05-24 | — |
| [FORUM FINANCIAL MANAGEMENT, LP](https://search.stillhousedata.com/firm/145706) | 2014-07-28 | 2014-10-28 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2013-09-04 | 2014-07-14 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/1663805)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/1663805.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.