RIA Intelligence

Professional profile

linkedin.com/in/donald-heatherly-cfpreportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

• H• P•••••• C•••••• L•• state registered current
  since Apr 20, 2022 · Naperville, Il
• B•• H••••• F•••••••• A•••••••• I•• former
  Apr 23, 2010 to Sep 21, 2015 · Naperville, Il
• F•••• T•••• S••••••••• I••• BD affiliated
  Nov 22, 2004 to Jun 20, 2008 · Westmont, Il
• M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
  Aug 27, 1998 to Feb 14, 2003 · Oak Brook, Il

• B•• H••••• F•••••••• A•••••••• I•• to H• P•••••• C•••••• L••
  left Sep 21, 2015, registered Apr 20, 2022 (2403 days) · Other
• F•••• T•••• S••••••••• I••• to B•• H••••• F•••••••• A•••••••• I••
  left Jun 20, 2008, registered Apr 23, 2010 (672 days) · Other
• M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to F•••• T•••• S••••••••• I•••
  left Feb 14, 2003, registered Nov 22, 2004 (647 days) · Other

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Source

IAPD individual compilation feedreportedadviserinfo.sec.gov

Firm class

STATE REGISTEREDderived

Years in industry

28derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address