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RIA / WealthAdvisorCertified Financial Planner21 years in industry

Laura A. Hearn

Advisor at CITRIN COOPERMAN WEALTH MANAGEMENT, LLC

CHICAGO, IL | NEW YORK, NY

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Search this name across graphsid dfx:ria:1970edfa-79d7-0343-b2b3-0c01f60323b9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:35 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
On other graphs: 0
Observed: Mar 29, 2007 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CITRIN COOPERMAN WEALTH MANAGEMENT, 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: Apr 1, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Mar 28, 2007
First registration: Mar 29, 2007
Dual registered: no
Other names: LAURA ANN HEARN
IAPD individual key: 5304610

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CITRIN COOPERMAN WEALTH MANAGEMENT, LLC	Independent wealth	Jun 30, 2026	n/a	yes	CHICAGO, IL\|NEW YORK, NY	Current employment
RWA WEALTH PARTNERS	Independent wealth	Dec 6, 2023	May 11, 2026	no	Chicago, IL\|BOSTON, MA\|Chicago, IL	Previous registration
BRIGHTON JONES LLC	Independent wealth	Nov 15, 2022	Nov 27, 2023	no	Chicago, IL\|SEATTLE, WA	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Oct 13, 2021	Oct 9, 2022	no	Chicago, IL	Previous registration
CURI CAPITAL, LLC	Independent wealth	Mar 29, 2007	Jun 11, 2021	no	CHICAGO, IL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
RWA WEALTH PARTNERS	CITRIN COOPERMAN WEALTH MANAGEMENT, LLC	May 11, 2026	Jun 30, 2026	50	Firm change	RIA to RIA
BRIGHTON JONES LLC	RWA WEALTH PARTNERS	Nov 27, 2023	Dec 6, 2023	9	Firm change	RIA to RIA
J.P. MORGAN SECURITIES LLC	BRIGHTON JONES LLC	Oct 9, 2022	Nov 15, 2022	37	Firm change	Wirehouse to RIA
CURI CAPITAL, LLC	J.P. MORGAN SECURITIES LLC	Jun 11, 2021	Oct 13, 2021	124	Firm change	RIA to wirehouse

Relationships

Registered with (5)

→ CITRIN COOPERMAN WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Jun 30, 2026 to presentfactForm ADV
→ RWA WEALTH PARTNERSRegistered adviserregistration: previous registration
Dec 6, 2023 to May 11, 2026factForm ADV
→ BRIGHTON JONES LLCRegistered adviserregistration: previous registration
Nov 15, 2022 to Nov 27, 2023factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Oct 13, 2021 to Oct 9, 2022factForm ADV
→ CURI CAPITAL, LLCRegistered adviserregistration: previous registration
Mar 29, 2007 to Jun 11, 2021factForm ADV

Dated events

Occurred
May 11, 2026
Advisor changed firm
Laura A. Hearn left Rwa Wealth Partners for Citrin Cooperman Wealth Management, Llc (registered 2026-06-30)
Form ADVobserved 6 days ago
Occurred
Nov 27, 2023
Advisor changed firm
Laura A. Hearn left Brighton Jones Llc for Rwa Wealth Partners (registered 2023-12-06)
Form ADVobserved 6 days ago
Occurred
Oct 9, 2022
Advisor changed firm
Laura A. Hearn left J.P. Morgan Securities Llc for Brighton Jones Llc (registered 2022-11-15)
Form ADVobserved 6 days ago