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.

Current firm

AGILIS INVESTMENT MANAGEMENT LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jul 5, 2001earliest registration or exam on IAPD

Years in industry

25derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

5

Current registrations

1

Registered states

2

Exams

S65|S63

First exam

Jul 5, 2001

First registration

Oct 22, 2002

Dual registered

no

Other names

HEATHER SIMON SEVILLANO|HEATHER CHRISTINE SIMON|HEATHER CHRISTINE SEVILLANO|HEATHER CHRISTINE SEVILLANO

IAPD individual key

4364781

• Occurred

  Jun 10, 2025
  Advisor changed firm

  Heather Simon Sevillano left Round Rock Advisors Llc for Agilis Investment Management Llc (registered 2025-06-11)

  Form ADVobserved 4 days ago
• Occurred

  Nov 5, 2024
  Advisor changed firm

  Heather Simon Sevillano left Greenwich Investment Management, Inc. for Round Rock Advisors Llc (registered 2024-11-01)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:45258f63-efb0-89d8-a93f-5655e693ceea

First observed

Oct 22, 2002

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.