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RIA / WealthAdvisor13 years in industry

John Woodliff Heidelberg

Advisor at MAG CAP

RIDGELAND, MS

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Search this name across graphsid dfx:ria:8d866e5f-2926-d7e1-e7d0-ebd153787b83

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:16 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Aug 24, 2017 to Sep 14, 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: MAG CAP
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, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Aug 18, 2017
First registration: Aug 24, 2017
Dual registered: no
Other names: Jack Heidelberg
IAPD individual key: 6821797

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
MAG CAP	Independent wealth	Jan 13, 2023	n/a	yes	RIDGELAND, MS	Current employment
LPL FINANCIAL LLC	Bd affiliated wealth	Nov 30, 2021	Jan 23, 2023	no	JACKSON, MS	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Mar 22, 2018	Dec 9, 2021	no	Franklin, TN\|WEEHAWKEN, NJ\|New York, NY	Previous registration
&partners	Independent wealth	Aug 24, 2017	Oct 12, 2017	no	NASHVILLE, TN	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
LPL FINANCIAL LLC	MAG CAP	Jan 23, 2023	Jan 13, 2023	-10	Firm change	RIA to RIA
UBS FINANCIAL SERVICES INC.	LPL FINANCIAL LLC	Dec 9, 2021	Nov 30, 2021	-9	Firm change	Wirehouse to ibd
&partners	UBS FINANCIAL SERVICES INC.	Oct 12, 2017	Mar 22, 2018	161	Firm change	Other

Relationships

Registered with (4)

→ MAG CAPRegistered adviserregistration: current employment
Jan 13, 2023 to presentfactForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Nov 30, 2021 to Jan 23, 2023factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Mar 22, 2018 to Dec 9, 2021factForm ADV
→ &PARTNERSRegistered adviserregistration: previous registration
Aug 24, 2017 to Oct 12, 2017factForm ADV

Dated events

Occurred
Jan 23, 2023
Advisor changed firm
John Woodliff Heidelberg left Lpl Financial Llc for Mag Cap (registered 2023-01-13)
Form ADVobserved 5 days ago