Pamela Heath

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2017-07-06
UT	RA	APPROVED	2017-02-28

Branch Locations

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

Organization	City	State	From	To
Raymond James Financial Services/Voyager Wealth Advisors	St George	UT	05/2015	12/2016
Non-Variable Insurance	Washington	UT	03/2015	02/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated	St. George	UT	02/2017	Present
Bank Of America, N.A.	St. George	UT	03/2017	Present

05/2015 → 12/2016

Raymond James Financial Services/Voyager Wealth Advisors

St George, UT
03/2015 → 02/2017

Non-Variable Insurance

Washington, UT
02/2017 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

St. George, UT
03/2017 → Present

Bank Of America, N.A.

St. George, UT

2015-03-27 → 2016-12-13

Raymond James Financial Services Advisors, Inc

St. George, UT

Riverside, CA
2013-06-20 → 2014-08-01

Nationwide Investment Advisors, Llc

Columbus, OH
2010-12-20 → 2013-04-18

Raymond James Financial Services Advisors, Inc

Riverside, CA
2002-05-09 → 2004-07-13

Banc Of America Investment Services, Inc.

Redlands, CA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2010-12-17
S63	Uniform Securities Agent State Law Examination	2000-01-18

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