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

GOULD ASSET 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 7, 1998earliest 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

3

Current registrations

1

Registered states

1

Designations

Chartered Financial Analyst

Exams

S63|S65

First exam

Aug 7, 1998

First registration

Mar 16, 2015

Dual registered

no

IAPD individual key

3101817

• Occurred

  Nov 4, 2025
  Advisor changed firm

  John Matthew Heitkemper left Ducenta Squared Asset Management for Gould Asset Management Llc (registered 2024-11-08)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:736547c2-08a8-899d-50da-89246f38aaa1

First observed

Mar 16, 2015

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.