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

PLANNING ASSOCIATES WEALTH MANAGEMENT, LLC

Current firm class

former SEC adviserderived

Book size

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

Industry start

Mar 12, 1987earliest registration or exam on IAPD

Years in industry

39derivedfrom the industry start date

Years at current firm

6derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Designations

Chartered Financial Analyst

Exams

S63

First exam

Mar 12, 1987

First registration

Nov 8, 2007

Dual registered

no

Other names

ROBERT HEINTZ

IAPD individual key

1647825

Graph

RIA / Wealth Management

Canonical id

dfx:ria:adc8da9f-832b-b8dd-dbf2-b475e2b4ce24

First observed

Nov 8, 2007

Last observed

Sep 15, 2026 4 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.