• Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
Heather McMichael Molloy
Heather Ann McMichael
CRD#: 6862733
IA
Investment Adviser
B
Previous Broker
ATFS ADVISERSCRD#: 324191 Round Hill, VA
Registration History
1995200020052010201520202025IAATFS ADVISERS (CRD# 324191)2024 - Present (<1 year)BHD VEST INVESTMENT SERVICES (CRD# 13686)2018 - 2018 (<1 year)IAMAI CAPITAL MANAGEMENT, LLC (CRD# 109807)2024 - 2024 (<1 year)IAMADISON WEALTH MANAGEMENT (CRD# 111728)2019 - 2024 (5 years)IAH.D. VEST ADVISORY SERVICES, INC (CRD# 104556)2017 - 2018 (1 year)
Disclosure(s)
View By:
11/29/1991
Criminal
Final Disposition
License(s)

State Registrations

IA
Virginia 9/17/2024

Current Registration(s)
IA
ATFS ADVISERS (CRD#:324191)
Round Hill, VA
Registered with this firm since 9/17/2024

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
02/12/2024 - 09/06/2024 MAI CAPITAL MANAGEMENT, LLC (CRD#:109807) Leesburg, VA
IA
01/17/2019 - 01/29/2024 MADISON WEALTH MANAGEMENT (CRD#:111728) Leesburg, VA
IA
10/02/2017 - 11/12/2018 H.D. VEST ADVISORY SERVICES, INC (CRD#:104556) Aldie, VA
B
02/01/2018 - 11/12/2018 HD VEST INVESTMENT SERVICES (CRD#:13686) Aldie, VA
For additional information about investment advisers or broker-dealers, please visit
B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.