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

IMPACT FINANCIAL

Current firm class

state registeredderived

Book size

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

Industry start

Aug 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

2

Exams

S63|S65

First exam

Feb 4, 2023

First registration

Jul 28, 2023

Dual registered

no

Other names

Elizabeth Heneman|Ellie Heneman

IAPD individual key

6961572

• Occurred

  Mar 26, 2024
  Advisor changed firm

  Elizabeth Michelle Heneman left Charles Schwab & Co., Inc. for Impact Financial (registered 2026-03-04)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:14431948-2fb3-e368-17ac-f5dc52c01332

First observed

Jul 28, 2023

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.