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

EVERTERN WEALTH, LLC

Current firm class

independent wealth managerderived

Book size

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

Industry start

Jun 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Designations

Chartered Financial Analyst

Exams

S66

First exam

Aug 10, 2017

First registration

Jun 18, 2019

Dual registered

no

IAPD individual key

6763647

• Occurred

  Apr 13, 2026
  Advisor changed firm

  Michael Hodges Heiser left Ubs Financial Services Inc. for Evertern Wealth, Llc (registered 2026-07-28)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:024ed8ac-0e31-c857-5a3e-b5c3e1b83098

First observed

Jun 18, 2019

Last observed

Sep 14, 2026 5 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.