Heather C. Beatty
Professional summary
Heather Conforto Beatty, who also goes by Heather Lyn Conforto, Heather Lyn Conforto Beatty, Heather Rae, is a registered financial professional currently at CANGURU CAPITAL ADVISORS located in Oceanside, California.
Heather is registered as a RR (Registered Representative) and started their career in finance in 2011. Heather has worked at 6 firms and has passed the Series 65, Series 66, Series 7TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Heather Conforto Beatty's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 15, 2026 - Present
CANGURU CAPITAL ADVISORS
Office #1: 2182 S El Camino Real Suite 203, Oceanside, CA 92054September 12, 2024 - January 5, 2026
SCOPEFOUR CAPITAL
March 3, 2016 - June 5, 2022
FEF DISTRIBUTORS, LLC
May 1, 2015 - February 2, 2016
TCW FUNDS DISTRIBUTORS LLC
November 5, 2013 - March 25, 2015
THORNBURG INVESTMENT MANAGEMENT INC
November 14, 2011 - March 25, 2015
THORNBURG SECURITIES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(5/15/2026)
(5/18/2026)
(5/15/2026)
(5/15/2026)
Exams
Series 7TO
Date: 5/15/2026
General Securities Representative ExaminationFINRA
Current Firm
CANGURU CAPITAL ADVISORS
CRD#: 332797 / SEC#: , 8-71270
Contact information
FINRA licenses (25 States and Territories)
Documents
Red Flags
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