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Matthew Curtis Heffington

Kimery Wealth Management, LLC

Memphis, TN

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Current Employers
Kimery Wealth Management, Llc

6410 Poplar Avenue Suite 100 Tower 2, Memphis, TN 38119 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APP_PEND_IARCE 2026-01-01
  • TN RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

6410 Poplar Avenue Suite 100 Tower 2, Memphis, TN 38119 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Memphis TN 03/2014 06/2017
Morgan Stanley Private Bank, National Association New York NY 01/2015 06/2017
Private Client Services, Llc Louisville KY 06/2017 Present
Kimery Wealth Management, Llc Memphis TN 06/2017 Present
  • 03/2014 → 06/2017
    Memphis, TN
  • 01/2015 → 06/2017
    Morgan Stanley Private Bank, National Association
    New York, NY
  • 06/2017 → Present
    Private Client Services, Llc
    Louisville, KY
  • 06/2017 → Present
    Memphis, TN
Previous Registrations
Other Businesses

Kimery Wealth Management, 6410 Poplar Avenue Ste 100, Memphis, TN 38119. Registered investment advisory rep. 160 hrs/month , majority during trading hrs.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-05-29
  • S66 Uniform Combined State Law Examination
    2014-05-29

View on SEC IAPD

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