This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

BOS ASSET MANAGEMENT, LLC

Current firm class

mixed wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Aug 16, 1990earliest registration or exam on IAPD

Years in industry

36derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

4

Designations

Certified Financial Planner

Exams

S65|S63

First exam

Aug 16, 1990

First registration

Apr 12, 1998

Dual registered

no

Other names

DAVID CHARLES HEITBRINK

IAPD individual key

2083646

• Occurred

  Mar 4, 2022
  Advisor changed firm

  David C Heitbrink left Heitbrink Asset Management, Inc. for Bos Asset Management, Llc (registered 2022-01-06)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:000e0381-a988-d980-b0b3-eefbcf5a2635

First observed

Apr 12, 1998

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.