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 advisor currently at SCOPEFOUR CAPITAL located in El Segundo, California.
Heather is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Heather has worked at 5 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Heather Conforto Beatty's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 12, 2024 - Present
SCOPEFOUR CAPITAL
Office #1: 840 Apollo St #248, El Segundo, CA 90245March 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.
Highlighted states indicate IAR registrations
(9/12/2024)
Exams
Current Firm
SCOPEFOUR CAPITAL
CRD#: 327358 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 1 |
| AUM (Assets Under Management) | $ 18,356,134 |
Red Flags
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