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RIA / WealthAdvisor26 years in industry

JEFFREY J HEASLEY

Advisor at CAPTRUST

Greensburg, PA | Pittsburgh, PA

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Search this name across graphsid dfx:ria:41a5c115-c72b-b995-a3ba-e0f07207ed71

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:20 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Mar 29, 2004 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CAPTRUST
Current firm class: institutional managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 25, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S63|S66
First exam: Mar 25, 2000
First registration: Mar 29, 2004
Dual registered: no
IAPD individual key: 4130241

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
Captrust	Institutional manager	Jan 19, 2021	n/a	yes	Pittsburgh, PA\|Greensburg, PA	Current employment
PWA WEALTH MANAGEMENT	Former SEC adviser	Mar 11, 2009	Mar 31, 2021	no	GREENSBURG, PA	Previous registration
BILL FEW ASSOCIATES, INC.	Independent wealth	May 6, 2005	Mar 13, 2009	no	PITTSBURGH, PA	Previous registration
BILL FEW SECURITIES, INC.	n/a	Jul 7, 2004	Feb 4, 2005	no	PITTSBURGH, PA\|PITTSBURGH, PA	Previous registration
PWA WEALTH MANAGEMENT	Former SEC adviser	Mar 29, 2004	Nov 23, 2004	no	PITTSBURGH, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
PWA WEALTH MANAGEMENT	Captrust	Mar 31, 2021	Jan 19, 2021	-71	Firm change after gap	Other
BILL FEW ASSOCIATES, INC.	PWA WEALTH MANAGEMENT	Mar 13, 2009	Mar 11, 2009	-2	Firm change	Other
BILL FEW SECURITIES, INC.	BILL FEW ASSOCIATES, INC.	Feb 4, 2005	May 6, 2005	91	Firm change	Other
PWA WEALTH MANAGEMENT	BILL FEW SECURITIES, INC.	Nov 23, 2004	Jul 7, 2004	-139	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
126927:175112:PA:2021-03-31	Mar 31, 2021	Jan 19, 2021	GREENSBURG, PA	Firm change after gap

Relationships

Registered with (4)

→ CAPTRUSTRegistered adviserregistration: current employment
Jan 19, 2021 to presentfactForm ADV
→ PWA WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Mar 11, 2009 to Mar 31, 2021factForm ADV
→ BILL FEW ASSOCIATES, INC.Registered adviserregistration: previous registration
May 6, 2005 to Mar 13, 2009factForm ADV
→ BILL FEW SECURITIES, INC.Registered adviserregistration: previous registration
Jul 7, 2004 to Feb 4, 2005factForm ADV

Dated events

No dated event names this entity yet.