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Matthew Thomas Heard

Bmss Wesson Wealth Solutions

Birmingham, AL

CRD 8050118

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Employer firm

Bmss Wesson Wealth Solutions CRD 282792

$704M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Periodicals / newsletters
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Bmss Wesson Wealth Solutions

3500 Colonnade Parkway Suite 150, Birmingham, AL 35243 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2025-03-13
  • AL RA
    APPROVED
    Since 2025-03-13

Branch Locations

3500 Colonnade Suite 150, Birmingham, AL 35243 • 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
Bmss Wesson Wealth Solutions, Llc Birmingham AL 02/2025 Present
Fireseeds Birmingham AL 01/2014 01/2025
  • 02/2025 → Present
    Bmss Wesson Wealth Solutions, Llc
    Birmingham, AL
  • 01/2014 → 01/2025
    Fireseeds
    Birmingham, AL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-12
  • S65 Uniform Investment Adviser Law Examination
    2025-03-12

View on SEC IAPD

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