Best Investors Account Sign in
Inactive

Heather Mcmichael Molloy

Mercer Global Advisors Inc.

Denver, CO

Mclean, VA

Claim This Profile
Current Employers
Mercer Global Advisors Inc.

1200 17Th Street Suite 2000, Denver, CO 80202 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-05-13
  • VA RA
    APPROVED
    Since 2025-05-13

Branch Locations

1200 17Th Street Suite 2000, Denver, CO 80202 • United States

8180 Greensboro Drive Suite 1010, Mclean, VA 22102 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hd Vest Advisory Services Aldie VA 09/2017 07/2018
Hd Vest Investment Services Aldie VA 09/2017 10/2018
Molloy Group Llc Dba Heather Molloy Aldie VA 09/2013 10/2018
Madison Wealth Management Leesburg VA 07/2018 01/2024
Mai Capital Management Llc Leesburg VA 01/2024 09/2024
Atfs Advisers Round Hill VA 09/2024 04/2025
Mercer Global Advisors Inc. Mclean VA 04/2025 Present
  • 09/2017 → 07/2018
    Hd Vest Advisory Services
    Aldie, VA
  • 09/2017 → 10/2018
    Hd Vest Investment Services
    Aldie, VA
  • 09/2013 → 10/2018
    Molloy Group Llc Dba Heather Molloy
    Aldie, VA
  • 07/2018 → 01/2024
    Madison Wealth Management
    Leesburg, VA
  • 01/2024 → 09/2024
    Leesburg, VA
  • 09/2024 → 04/2025
    Atfs Advisers
    Round Hill, VA
  • 04/2025 → Present
    Mclean, VA
Previous Registrations
  • 2024-09-17 → 2025-04-29
    Round Hill, VA
    Frisco, TX
  • 2024-02-12 → 2024-09-06
    Leesburg, VA
  • 2019-01-17 → 2024-01-29
    Madison Wealth Management
    Leesburg, VA
    Leesburg, VA
  • 2017-10-02 → 2018-11-12
    Avantax Advisory Services
    Aldie, VA
    Aldie, VA
Other Businesses

1. A Place To Be; Not investment-related; 1600 Village Market Boulevard SE, Suite #108, Leesburg, VA 20175; Non-profit; Board Member and sits on the Finance Committee; 10/2023; 2 hours per month; 0 hours per month during securities trading hours; Sits on the Finance Committee and serves as a resource for the organization to further their mission.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2018-05-04
  • S63 Uniform Securities Agent State Law Examination
    2018-05-04
Designations
Other Names
  • Heather Ann Mcmichael

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Denver, CO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor