Heather Wagner Perry is an investment adviser representative (IAR) with state registration records since 2018, appearing at 4 firms. Currently registered with CAPFINANCIAL PARTNERS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 2026-03-02 | present | Yes |
| SUNCOAST EQUITY MANAGEMENT, LLC | 2024-06-14 | 2026-01-28 | — |
| TRUIST ADVISORY SERVICES, INC. | 2021-02-17 | 2024-05-28 | — |
| BB&T SECURITIES, LLC | 2018-10-31 | 2021-02-17 | — |