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Advisor at FIRST HEARTLAND CONSULTANTS, INC.
WESTLAKE, OH
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| FIRST HEARTLAND CONSULTANTS, INC. | Bd affiliated wealth | Oct 16, 2025 | n/a | yes | WESTLAKE, OH | Current employment |
| GUARDIAN WEALTH PARTNERS, LLC | Independent wealth | Sep 12, 2023 | Jan 2, 2026 | no | BEACHWOOD, OH | Previous registration |
| INDEPENDENCE WEALTH ADVISORS, LLC | Independent wealth | Jan 31, 2023 | Apr 25, 2023 | no | INDEPENDENCE, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GUARDIAN WEALTH PARTNERS, LLC | FIRST HEARTLAND CONSULTANTS, INC. | Jan 2, 2026 | Oct 16, 2025 | -78 | Firm change after gap | Ibd to ibd |
| INDEPENDENCE WEALTH ADVISORS, LLC | GUARDIAN WEALTH PARTNERS, LLC | Apr 25, 2023 | Sep 12, 2023 | 140 | Firm change | RIA to RIA |