RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Jessica Marie Heath
- Title
- Licensed Client Relationship Specialist; Director of Marketingreportedlegacycapitalwp.comfirm site, Sep 15, 2026
- Professional profile
- legacycapitalwp.com/who-we-are/our-team/jessica-heath-scottreportedlegacycapitalwp.comfirm site, Sep 15, 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.
- Legacy Capital Wealth Partners, LLC independent RIA currentsince Jan 26, 2021 · Little Rock, Ar
- Trent Capital Management, Inc. formerSep 8, 2017 to Mar 31, 2021 · Little Rock, Ar
- Arvest Wealth Management independent RIAAug 5, 2014 to Apr 27, 2015 · Little Rock, Ar
- Trent Capital Management, Inc. to Legacy Capital Wealth Partners, LLCleft Mar 31, 2021, registered Jan 26, 2021 (-64 days) · RIA to RIA · moved with a team
- Arvest Wealth Management to Trent Capital Management, Inc.left Apr 27, 2015, registered Sep 8, 2017 (865 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
- Independent wealth managerderived
- Years in industry
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address