# JAMES DANIEL HEAVEY

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.

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [JAMES HEAVEY WEALTH ADVISORS, LLC](https://search.stillhousedata.com/firm/287645) | 2017-05-03 | present | Yes |
| [FORESTERS EQUITY SERVICES, INC.](https://search.stillhousedata.com/firm/18464) | 2013-05-13 | 2017-05-08 | — |
| [SIGNATOR INVESTORS, INC.](https://search.stillhousedata.com/firm/468) | 2010-04-23 | 2011-05-18 | — |
| [WADDELL & REED](https://search.stillhousedata.com/firm/866) | 2007-09-12 | 2008-06-03 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5341076)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5341076.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.