# JAMES DAN HEARD

JAMES DAN HEARD is an investment adviser representative (IAR) with state registration records since 2003, appearing at 5 firms. Currently registered with WELLS FARGO CLEARING SERVICES, LLC.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [WELLS FARGO CLEARING SERVICES, LLC](https://search.stillhousedata.com/firm/19616) | 2015-10-16 | present | Yes |
| [MORGAN STANLEY SMITH BARNEY LLC](https://search.stillhousedata.com/firm/149777) | 2011-07-28 | 2015-10-20 | — |
| [WFG ADVISORS, LP](https://search.stillhousedata.com/firm/125073) | 2004-01-23 | 2011-08-01 | — |
| [WFG INVESTMENTS, INC.](https://search.stillhousedata.com/firm/22704) | 2003-04-03 | 2007-10-16 | — |
| [A. G. EDWARDS & SONS, INC.](https://search.stillhousedata.com/firm/4) | 2003-01-06 | 2003-04-08 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4287835)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4287835.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.