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

CIBC PRIVATE WEALTH ADVISORS, INC.

Current firm class

broker-dealer affiliated wealth managerderived

Book size

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

Industry start

Apr 10, 1996earliest registration or exam on IAPD

Years in industry

30derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

3

Designations

Certified Financial Planner|Chartered Financial Analyst

Exams

S65

First exam

Apr 10, 1996

First registration

Oct 1, 2000

Dual registered

no

Other names

HEATHER NOWELL TRACEY|HEATHER NOWELL TRACEY|HEATHER TRACY ERRIGO

IAPD individual key

2737382

• Occurred

  Mar 19, 2025
  Advisor changed firm

  Heather Tracey Errigo left Lynx Investment Advisory, Llc for Cibc Private Wealth Advisors, Inc. (registered 2025-03-27)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:efaf0adb-c881-7ea9-79b3-8bb8627f4fc8

First observed

Oct 1, 2000

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.