HEATHER SIMON SEVILLANO is an investment adviser representative (IAR) with state registration records since 2002, appearing at 5 firms. Currently registered with AGILIS INVESTMENT MANAGEMENT LLC.
| Firm | From | To | Current |
|---|---|---|---|
| AGILIS INVESTMENT MANAGEMENT LLC | 2025-06-11 | present | Yes |
| ROUND ROCK ADVISORS LLC | 2024-11-01 | 2025-06-10 | — |
| GREENWICH INVESTMENT MANAGEMENT, INC. | 2020-10-05 | 2024-11-05 | — |
| NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC | 2005-06-09 | 2007-02-05 | — |
| NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC | 2004-11-01 | 2005-02-03 | — |
| ASSET & FINANCIAL PLANNING, LTD | 2002-10-22 | 2004-08-25 | — |