DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant28 years in industry

ERIC ALLEN HEITING

Advisor at CENTRAL WEALTH MANAGEMENT LLC

MADISON, WI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1ffb7332-800b-8c38-13de-4e93dca33adf

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:55 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Mar 7, 2005 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: CENTRAL 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, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 2
Registered states: 1
Designations: Certified Financial Planner|Chartered Financial Consultant
Exams: S65|S63
First exam: Jun 18, 1998
First registration: Mar 7, 2005
Dual registered: no
Other names: ERIC A HEITING
IAPD individual key: 3052881

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
CENTRAL WEALTH MANAGEMENT LLC	Independent wealth	Feb 13, 2026	n/a	yes	MADISON, WI	Current employment
PMMSF PARTNERS, LLC	State registered	Aug 19, 2020	n/a	yes	MADISON, WI	Current employment
Atlas	Independent wealth	Jun 24, 2025	Jan 30, 2026	no	Madison, WI\|FRISCO, TX	Previous registration
CENTRAL WEALTH MANAGEMENT LLC	Independent wealth	Jun 19, 2018	Sep 10, 2025	no	MADISON, WI	Previous registration
EAGLE STRATEGIES LLC	Bd affiliated wealth	Mar 7, 2005	Jun 21, 2018	no	MARSHFILED, WI\|MADISON, WI\|Marshfield, WI\|Madison, WI	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
Atlas	CENTRAL WEALTH MANAGEMENT LLC	Jan 30, 2026	Feb 13, 2026	14	Firm change	Other
CENTRAL WEALTH MANAGEMENT LLC	PMMSF PARTNERS, LLC	Sep 10, 2025	Aug 19, 2020	-1,848	Firm change after gap	RIA to state RIA
EAGLE STRATEGIES LLC	CENTRAL WEALTH MANAGEMENT LLC	Jun 21, 2018	Jun 19, 2018	-2	Firm change	Ibd to RIA

Relationships

Registered with (4)

→ CENTRAL WEALTH MANAGEMENT LLCRegistered adviserregistration: previous registration
Jun 19, 2018 to Sep 10, 2025factForm ADV
→ PMMSF PARTNERS, LLCRegistered adviserregistration: current employment
Aug 19, 2020 to presentfactForm ADV
→ ATLASRegistered adviserregistration: previous registration
Jun 24, 2025 to Jan 30, 2026factForm ADV
→ EAGLE STRATEGIES LLCRegistered adviserregistration: previous registration
Mar 7, 2005 to Jun 21, 2018factForm ADV

Dated events

Occurred
Jan 30, 2026
Advisor changed firm
Eric Allen Heiting left Atlas for Central Wealth Management Llc (registered 2026-02-13)
Form ADVobserved 5 days ago
Occurred
Sep 10, 2025
Advisor changed firm
Eric Allen Heiting left Central Wealth Management Llc for Pmmsf Partners, Llc (registered 2020-08-19)
Form ADVobserved 5 days ago