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

EHRLICH FINANCIAL GROUP

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 20, 2006earliest registration or exam on IAPD

Years in industry

19derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S66

First exam

Dec 20, 2006

First registration

Mar 16, 2007

Dual registered

no

Other names

HEATHER MICHELLE ROD

IAPD individual key

5175416

• Occurred

  May 24, 2023
  Advisor changed firm

  Heather Michelle Boone left Ameriprise Financial Services, Llc for Ehrlich Financial Group (registered 2023-05-19)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:60dbb283-1679-78a0-e18f-7c200e88688f

First observed

Mar 16, 2007

Last observed

Sep 14, 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.