JAMES DANIEL HEAVEY is an investment adviser representative (IAR) with state registration records since 2007, appearing at 4 firms. Currently registered with JAMES HEAVEY WEALTH ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| JAMES HEAVEY WEALTH ADVISORS, LLC | 2017-05-03 | present | Yes |
| FORESTERS EQUITY SERVICES, INC. | 2013-05-13 | 2017-05-08 | — |
| SIGNATOR INVESTORS, INC. | 2010-04-23 | 2011-05-18 | — |
| WADDELL & REED | 2007-09-12 | 2008-06-03 | — |