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

HERITAGE FAMILY OFFICES, LLP

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

Nov 18, 2013earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

4

Current registrations

1

Registered states

1

Exams

S66|S63

First exam

Nov 18, 2013

First registration

Apr 22, 2016

Dual registered

no

IAPD individual key

6194908

• Occurred

  Mar 5, 2024
  Advisor changed firm

  Brent James Emch left Heritage Wealth Management, Llc for Heritage Family Offices, Llp (registered 2023-02-03)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:7b6fb91f-01d0-6dd9-57af-880b7180eaf4

First observed

Apr 22, 2016

Last observed

Sep 14, 2026 7 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.