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 WEALTH ADVISORS

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, 2006earliest registration or exam on IAPD

Years in industry

20derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S65

First exam

Jun 18, 2025

First registration

Aug 1, 2025

Dual registered

no

Other names

Mikai Evan Thomas|MIKAI THOMAS

IAPD individual key

8033336

• Occurred

  Aug 28, 2025
  Advisor changed firm

  Mikai Evan Thomas left Elevate Financial Planning And Wealth Management for Heritage Wealth Advisors (registered 2026-08-17)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:9c37e0da-df7f-b35e-3deb-f42a5cefd8d8

First observed

Aug 1, 2025

Last observed

Sep 15, 2026 5 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.