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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)10 years in industry

Wesley Heinrichs

Advisor at ALEXANDER CAPITAL WEALTH MANAGEMENT LLC

Atlanta, GA | RED BANK, NJ

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Search this name across graphsid dfx:ria:47bd3ae9-b50b-dd56-13b7-94025b4e30a3

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jan 31, 2018 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: ALEXANDER CAPITAL 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: Aug 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Sep 22, 2016
First registration: Jan 31, 2018
Dual registered: yes, broker-dealer
Other names: Wes Heinrichs|Wesley R Heinrichs
IAPD individual key: 6687866

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
ALEXANDER CAPITAL WEALTH MANAGEMENT LLC	Independent wealth	Jun 10, 2024	n/a	yes	Atlanta, GA\|RED BANK, NJ	Current employment
IFG ADVISORY, LLC	Independent wealth	Jun 11, 2020	Jun 13, 2024	no	Atlanta, GA\|ATLANTA, GA\|Atlanta, GA	Previous registration
BAY FINANCIAL ADVISORS, INC.	n/a	Apr 24, 2019	May 29, 2020	no	Chamblee, GA\|WALTHAM, MA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Nov 19, 2018	Aug 12, 2021	no	ATLANTA, GA\|ATLANTA, GA	Previous registration
FORESTERS ADVISORY SERVICES, LLC	Former SEC adviser	Jan 31, 2018	Nov 16, 2018	no	Atlanta, GA	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
IFG ADVISORY, LLC	ALEXANDER CAPITAL WEALTH MANAGEMENT LLC	Jun 13, 2024	Jun 10, 2024	-3	Firm change	RIA to RIA
LPL FINANCIAL LLC	BAY FINANCIAL ADVISORS, INC.	Aug 12, 2021	Apr 24, 2019	-841	Firm change after gap	Other
BAY FINANCIAL ADVISORS, INC.	IFG ADVISORY, LLC	May 29, 2020	Jun 11, 2020	13	Firm change	Other
FORESTERS ADVISORY SERVICES, LLC	LPL FINANCIAL LLC	Nov 16, 2018	Nov 19, 2018	3	Firm change	Ibd to RIA

Relationships

Registered with (5)

→ ALEXANDER CAPITAL WEALTH MANAGEMENT LLCRegistered adviserregistration: current employment
Jun 10, 2024 to presentfactForm ADV
→ IFG ADVISORY, LLCRegistered adviserregistration: previous registration
Jun 11, 2020 to Jun 13, 2024factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Nov 19, 2018 to Aug 12, 2021factForm ADV
→ BAY FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Apr 24, 2019 to May 29, 2020factForm ADV
→ FORESTERS ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Jan 31, 2018 to Nov 16, 2018factForm ADV

Dated events

Occurred
Jun 13, 2024
Advisor changed firm
Wesley Heinrichs left Ifg Advisory, Llc for Alexander Capital Wealth Management Llc (registered 2024-06-10)
Form ADVobserved 6 days ago