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

SIMPLICITY WEALTH

Current firm class

mixed wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Sep 1, 2012earliest registration or exam on IAPD

Years in industry

14derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S65

First exam

Jun 4, 2018

First registration

Jun 5, 2018

Dual registered

no

Other names

MARY FEATHERSTON|Mary Bibb|Mary Mann

IAPD individual key

5824186

• Occurred

  Sep 20, 2024
  Advisor changed firm

  Mary E Heil left Ehlert Financial Group, Inc. for Simplicity Wealth (registered 2024-10-14)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:9fbc2df2-752f-8f22-add9-7bd390af2784

First observed

Jun 5, 2018

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.