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

CLARO ADVISORS INC.

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

Feb 19, 2002earliest registration or exam on IAPD

Years in industry

24derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S66

First exam

Feb 19, 2002

First registration

Oct 4, 2007

Dual registered

no

Other names

WILLIAM HERON|WILLIAM ROBERT HERON

IAPD individual key

4284833

• Occurred

  Apr 29, 2025
  Advisor changed firm

  William Heron left Ameriprise Financial Services, Llc for Claro Advisors Inc. (registered 2025-04-29)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:040cbfa6-2f96-131b-ac79-c286fd97cc98

First observed

Oct 4, 2007

Last observed

Sep 15, 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.