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Heather Tracey Errigo

Cibc Private Wealth Advisors, Inc.

Washington, DC

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Current Employers
Cibc Private Wealth Advisors, Inc.

181 West Madison Street 36Th Floor, Chicago, IL 60602 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-09-24
DC RA APPROVED 2025-04-17
VA RA APPROVED 2025-03-27
  • MD RA
    APPROVED
    Since 2025-09-24
  • DC RA
    APPROVED
    Since 2025-04-17
  • VA RA
    APPROVED
    Since 2025-03-27

Branch Locations

1201 F Street Nw #900, Washington, DC 20004 • 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
Lynx Investment Advisory, Llc Washington DC 02/2004 03/2025
Cibc Private Wealth Washington DC 03/2025 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-04-10
  • S65 Uniform Investment Adviser Law Examination
    1996-04-10
Designations
Other Names
  • Heather Nowell Tracey
  • Heather Nowell Tracey
  • Heather Tracy Errigo

View on SEC IAPD

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Other Offices

BRYSPEN, INCORPORATED · WASHINGTON, DC
3WIRE INVESTMENT · WASHINGTON, DC
LPL FINANCIAL LLC · WASHINGTON, DC
ORIDIAN CAPITAL MANAGEMENT, L.P. · WASHINGTON, DC
C5 CAPITAL USA LLC · WASHINGTON, DC
AEB CAPITAL · WASHINGTON, DC
DOMINION FINANCIAL CONSULTANTS, LLC · WASHINGTON, DC
A.G.P. / ALLIANCE GLOBAL PARTNERS · Washington, DC

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