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RIA / WealthAdvisorCertified Financial Planner28 years in industry

Patricia MichelleHeaton Parker

Advisor at ACCURATE WEALTH MANAGEMENT, LLC

WESLEY CHAPEL, FL | Newport Beach, CA | Indianapolis, IN

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:39 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 2
On other graphs: 0
Observed: Feb 6, 2004 to Sep 15, 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: ACCURATE 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: Dec 29, 1997earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Dec 29, 1997
First registration: Feb 6, 2004
Dual registered: no
Other names: PATRICIA WELCH|PATRICIA MENESTRINA|PATRICIA MICHELLE HEATON|Patti Parker|PATRICIA MICHELLE HEATON PARKER
IAPD individual key: 2927338

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
ACCURATE WEALTH MANAGEMENT, LLC	Independent wealth	Aug 7, 2025	n/a	yes	WESLEY CHAPEL, FL\|Indianapolis, IN\|Newport Beach, CA	Current employment
XYPN SAPPHIRE	Independent wealth	Nov 27, 2024	Mar 6, 2025	no	Zionsville, IN\|BOZEMAN, MT	Previous registration
PATRICIA HEATON PARKER, CFP	n/a	Jan 10, 2018	Jul 3, 2026	no	ZIONSVILLE, IN	Previous registration
PATRICIA HEATON PARKER, CFP	n/a	Jan 27, 2017	Dec 31, 2017	no	Santa Ana, CA\|Orange, CA\|ZIONSVILLE, IN	Previous registration
PATRICIA HEATON PARKER, CFP	n/a	Sep 22, 2015	Dec 31, 2016	no	ZIONSVILLE, IN	Previous registration
MADISON AVENUE SECURITIES, LLC	Bd affiliated wealth	Nov 10, 2011	Sep 5, 2012	no	SAN DIEGO, CA\|ALISO VIEJO, CA\|TORRANCE, CA	Previous registration
TRANSAMERICA FINANCIAL ADVISORS, LLC	Bd affiliated wealth	Dec 15, 2004	May 9, 2011	no	TERRE HAUTE , IN\|DANA POINT, CA\|CARMEL, IN	Previous registration
USALLIANZ SECURITIES, INC.	n/a	Feb 6, 2004	Dec 31, 2004	no	TERRE HAUTE, IN	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
PATRICIA HEATON PARKER, CFP	XYPN SAPPHIRE	Jul 3, 2026	Nov 27, 2024	-583	Firm change after gap	Other
XYPN SAPPHIRE	ACCURATE WEALTH MANAGEMENT, LLC	Mar 6, 2025	Aug 7, 2025	154	Firm change	Other
MADISON AVENUE SECURITIES, LLC	PATRICIA HEATON PARKER, CFP	Sep 5, 2012	Sep 22, 2015	1,112	Firm change after gap	Other
TRANSAMERICA FINANCIAL ADVISORS, LLC	MADISON AVENUE SECURITIES, LLC	May 9, 2011	Nov 10, 2011	185	Firm change	Other
USALLIANZ SECURITIES, INC.	TRANSAMERICA FINANCIAL ADVISORS, LLC	Dec 31, 2004	Dec 15, 2004	-16	Firm change	Other

Relationships

Registered with (6)

→ ACCURATE WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Aug 7, 2025 to presentfactForm ADV
→ PATRICIA HEATON PARKER, CFPRegistered adviserregistration: previous registration
Jan 10, 2018 to Jul 3, 2026factForm ADV
→ XYPN SAPPHIRERegistered adviserregistration: previous registration
Nov 27, 2024 to Mar 6, 2025factForm ADV
→ MADISON AVENUE SECURITIES, LLCRegistered adviserregistration: previous registration
Nov 10, 2011 to Sep 5, 2012factForm ADV
→ TRANSAMERICA FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Dec 15, 2004 to May 9, 2011factForm ADV
→ USALLIANZ SECURITIES, INC.Registered adviserregistration: previous registration
Feb 6, 2004 to Dec 31, 2004factForm ADV

Dated events

Occurred
Jul 3, 2026
Advisor changed firm
Patricia Michelleheaton Parker left Patricia Heaton Parker, Cfp for Xypn Sapphire (registered 2024-11-27)
Form ADVobserved 5 days ago
Occurred
Mar 6, 2025
Advisor changed firm
Patricia Michelleheaton Parker left Xypn Sapphire for Accurate Wealth Management, Llc (registered 2025-08-07)
Form ADVobserved 5 days ago