Heather Joy Lovallo

Current Employers

Wrenne Financial Planning Llc

Lexington, KY • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-05-07
FL	RA	APPROVED	2024-02-28

TX RA
APPROVED

Since 2024-05-07
FL RA
APPROVED

Since 2024-02-28

Branch Locations

Pace, FL • United States

Lexington, KY • 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

Organization	City	State	From	To
Wrenne Financial Planning, Llc	Lexington	KY	01/2022	Present
Wrenne Financial Planning, Llc	Lexington	KY	11/2020	12/2021
Homemaker/Part-Time Student	Monteray	CA	04/2018	10/2020
Katana Software, Inc.	Monteray	CA	03/2017	03/2018
Homemaker	Kailua	HI	09/2013	02/2017

01/2022 → Present

Wrenne Financial Planning, Llc

Lexington, KY
11/2020 → 12/2021

Wrenne Financial Planning, Llc

Lexington, KY
04/2018 → 10/2020

Homemaker/Part-Time Student

Monteray, CA
03/2017 → 03/2018

Katana Software, Inc.

Monteray, CA
09/2013 → 02/2017

Homemaker

Kailua, HI

Previous Registrations

2009-08-07 → 2013-08-28

First Command Brokerage Services, Inc.

Pensacola, FL

San Diego, CA

Other Businesses

Cornerstone Baptist Church; Pace, FL; Not Investment-Related; Since 9/1/2025; Finance Committee Member; New Christian Church Planted; Advise on church budget & approve spending requests; Devotes 2 hours per week.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2009-08-08
S65	Uniform Investment Adviser Law Examination	2009-07-31

S63 Uniform Securities Agent State Law Examination

2009-08-08
S65 Uniform Investment Adviser Law Examination

2009-07-31

Designations

Other Names

Heather Joy Lovallo-Mize
Heather J Lovallo
Heather Joy Lovallo Peterson
Heather Joy Lovallo Peterson

View on SEC IAPD