# YVETTE CUMMINGS HEATLY

YVETTE CUMMINGS HEATLY is an investment adviser representative (IAR) with state registration records since 2003, appearing at 13 firms. Currently registered with TRUIST ADVISORY SERVICES, INC..

## Registration history (15)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [TRUIST ADVISORY SERVICES, INC.](https://search.stillhousedata.com/firm/283390) | 2021-08-23 | present | Yes |
| [WALLER & WAX ADVISORS, INC.](https://search.stillhousedata.com/firm/131083) | 2018-07-18 | 2021-03-11 | — |
| [RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC](https://search.stillhousedata.com/firm/149018) | 2018-01-24 | 2021-02-17 | — |
| [SIGNATOR INVESTORS, INC.](https://search.stillhousedata.com/firm/468) | 2016-10-20 | 2017-08-08 | — |
| [TRUIST ADVISORY SERVICES, INC.](https://search.stillhousedata.com/firm/283390) | 2016-09-14 | 2016-10-12 | — |
| [TRUIST INVESTMENT SERVICES, INC.](https://search.stillhousedata.com/firm/17499) | 2013-05-14 | 2016-10-12 | — |
| [MORGAN STANLEY SMITH BARNEY LLC](https://search.stillhousedata.com/firm/149777) | 2011-04-19 | 2013-05-31 | — |
| [TRANSAMERICA FINANCIAL ADVISORS, LLC](https://search.stillhousedata.com/firm/16164) | 2009-06-24 | 2011-03-24 | — |
| [LINCOLN INVESTMENT PLANNING, LLC](https://search.stillhousedata.com/firm/519) | 2009-05-26 | 2009-06-01 | — |
| [UBS FINANCIAL SERVICES INC.](https://search.stillhousedata.com/firm/8174) | 2006-07-21 | 2007-04-04 | — |
| [INVEST FINANCIAL CORPORATION](https://search.stillhousedata.com/firm/12984) | 2006-03-10 | 2006-06-22 | — |
| [AMERIPRISE ADVISOR SERVICES, INC.](https://search.stillhousedata.com/firm/5979) | 2005-08-11 | 2005-09-13 | — |
| [MSI FINANCIAL SERVICES, INC.](https://search.stillhousedata.com/firm/14251) | 2004-11-05 | 2005-08-03 | — |
| [INVEST FINANCIAL CORPORATION](https://search.stillhousedata.com/firm/12984) | 2004-10-06 | 2004-10-25 | — |
| [MORGAN STANLEY DW INC.](https://search.stillhousedata.com/firm/7556) | 2003-07-14 | 2004-08-31 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/3261521)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/3261521.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

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.