Heather Dawn Matheney

Current Employers

Employment History

• 09/2014 → 06/2021
  Voya Financial Advisors
  Cookeville, TN
• 06/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 04/2024 → Present
  Evolve Financial Advisors
  Cookeville, TN
• 05/2026 → Present
  Hm Rentals
  Cookeville, TN

Previous Registrations

• 2007-09-10 → 2021-06-09
  Voya Financial Advisors, Inc.
  Cookeville, TN
  Marinette, WI
  Windsor, CT

Other Businesses

1) NAME OF ENTITY: Gary Wayne Young Scholarship; No; 2419 THORN GAP ROAD; COOKEVILLE; TN; 38506; Scholarship; administration; 8/1/2011; 1; 1; help review applicants to pick a winner based on a grading scale designed by the founders of the scholarship, present the scholarship to the winner at graduation, help with fundraising events.| 2) NAME OF ENTITY: Green Pond Church; No; 115 MURPHY LANE; CRAWFORD; TN; 38554; church; Secretary; 5/1/2012; 0; 0; record decisions voted on by the congregation| 3) NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 1459 INTERSTATE DR STE 205; COOKEVILLE; TN; 38501; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 1/1/2015; 40; 40; SALES OF FIXED INSURANCE PRODUCTS| 4) NAME OF ENTITY: Life Settlements; No; 1459 INTERSTATE DR STE 205; COOKEVILLE; TN; 38501; LIFE SETTLEMENT; INDEPENDENT INSURANCE AGENT; 5/30/2018; 2; 2; LIFE SETTLEMENT PRODUCTS| 5) NAME OF OTHER BUSINESS: RENTAL PROPERTY ; INVESTMENT RELATED: NO; ADDRESS: 508 RICHARDS CEMETERY RD JAMESTOWN, TN 38556; NATURE OF BUSINESS: RENTAL HOUSE; START DATE: 11/2022; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: RENTING SINGLE FAMILY HOUSE; 6) NAME OF OTHER BUSINESS: EVOLVE FINANCIAL ADVISORS, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 04/2024, POSITION/TITLE/RELATIONSHIP: CO-OWNER AND MANAGING PARTNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 7) NAME OF OTHER BUSINESS: BURKS ELEMENTARY SCHOOL IMPROVEMENT COMMITTEE/TITLE 1 ENGAGEMENT COMMITTEE; INVESTMENT RELATED: NO; ADDRESS: 300 CROSSVILLE ST MONTEREY, TN 38574; NATURE OF BUSINESS: NON PROFIT; START DATE: 08/01/2024; POSITION/TITLE/RELATIONSHIP: VOLUNTEER; APX NUMBER OF HOURS PER WEEK: 0.5; APX NUMBER OF HOURS DURING TRADING HOURS: 0.5; BRIEF DESCRIPTION OF DUTIES: REVIEW SCHOOLS IMPROVEMENT PLAN, MAKE SUGGESTIONS, ATTEND MEETINGS ABOUT FAMILY SCHOOL ENGAGEMENT; 8) NAME OF OTHER BUSINESS: HM RENTALS; INVESTMENT RELATED: NO; ADDRESS: 818 E 10TH ST, COOKEVILLE, TN 38501; NATURE OF BUSINESS: RENTAL PROPERTY; START DATE: 5/2026; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; BRIEF DESCRIPTION OF DUTIES: MANAGE PROPERTY, COLLECT RENT, GATHER INFORMATION FOR TAXES;

Exams

• S66 Uniform Combined State Law Examination
  2007-08-14

Other Names

• Heather Dawn Young
• Heather Dawn Young