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Heather Wagner Perry

Captrust

Tampa, FL

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Current Employers
Captrust

4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-03-02
  • FL RA
    APPROVED
    Since 2026-03-02

Branch Locations

4010 W. Boy Scout Blvd. Suite 725, Tampa, FL 33607 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Tampa FL 09/2016 08/2018
Bb&T Securities, Llc Tampa FL 08/2018 02/2021
Truist Investment Services, Inc. Tampa FL 02/2021 05/2024
Truist Advisory Services, Inc. Atlanta GA 02/2021 05/2024
Suncoast Equity Management, Llc Tampa FL 06/2024 01/2026
Capfinancial Partners, Llc (Captrust) Raleigh NC 01/2026 Present
  • 09/2016 → 08/2018
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Tampa, FL
  • 08/2018 → 02/2021
    Bb&T Securities, Llc
    Tampa, FL
  • 02/2021 → 05/2024
    Truist Investment Services, Inc.
    Tampa, FL
  • 02/2021 → 05/2024
    Truist Advisory Services, Inc.
    Atlanta, GA
  • 06/2024 → 01/2026
    Suncoast Equity Management, Llc
    Tampa, FL
  • 01/2026 → Present
    Capfinancial Partners, Llc (Captrust)
    Raleigh, NC
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-10-27
  • S66 Uniform Combined State Law Examination
    2018-10-27
Other Names
  • Heather P Weil
  • Heather Perry

View on SEC IAPD

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