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RIA / WealthAdvisor31 years in industry

BIRAN CLIFFORD HERNDON

Advisor at HERNDON WEALTH SERVICES INC

VERO BEACH, FL

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Search this name across graphsid dfx:ria:c3934ee3-bb00-1c81-339c-72257aaa1d5d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:30 PM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 2
On other graphs: 0
Observed: Feb 27, 2002 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: HERNDON WEALTH SERVICES INC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 18, 1994earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 9
Current registrations: 1
Registered states: 1
Exams: S65|S66|S63
First exam: Nov 18, 1994
First registration: Feb 27, 2002
Dual registered: no
Other names: BIRAN CLIFFORD HERNDON
IAPD individual key: 2559886

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
HERNDON WEALTH SERVICES INC	State registered	Oct 23, 2025	n/a	yes	VERO BEACH, FL	Current employment
HERNDON WEALTH SERVICES INC	State registered	May 29, 2024	Dec 31, 2024	no	VERO BEACH, FL	Previous registration
IMPACT PARTNERSHIP WEALTH, LLC	Independent wealth	Aug 23, 2022	Dec 11, 2023	no	MARIETTA, GA\|VERO BEACH, FL	Previous registration
BROOKSTONE WEALTH ADVISORS, LLC	No RAUM reported	May 11, 2022	Jul 26, 2022	no	VERO BEACH, FL\|WHEATON, IL	Previous registration
LIFEPRO ASSET MANAGEMENT	Former SEC adviser	Aug 6, 2021	Nov 9, 2021	no	Vero Beach, FL\|SAN DIEGO, CA	Previous registration
FORTA FINANCIAL GROUP, INC.	Former SEC adviser	Oct 26, 2020	Dec 23, 2020	no	Vero Beach, FL\|GREENWOOD VILLAGE, CO	Previous registration
BCH FINANCIAL, INC.	n/a	Jul 16, 2014	Dec 31, 2015	no	VERO BEACH, FL	Previous registration
MONEY CONCEPTS ADVISORY SERVICE	Bd affiliated wealth	Mar 7, 2008	Sep 12, 2008	no	PALM BEACH GARDENS, FL\|PALM BEACH GARDENS, FL\|PORT SAINT LUCIE, FL	Previous registration
THE MCENERNEY GROUP	n/a	Jul 6, 2007	Dec 4, 2007	no	MELBOURNE, FL	Previous registration
CETERA INVESTMENT ADVISERS LLC	Bd affiliated wealth	Feb 27, 2002	Jan 14, 2003	no	FT. PIERCE , FL	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
IMPACT PARTNERSHIP WEALTH, LLC	HERNDON WEALTH SERVICES INC	Dec 11, 2023	May 29, 2024	170	Firm change	RIA to state RIA
BROOKSTONE WEALTH ADVISORS, LLC	IMPACT PARTNERSHIP WEALTH, LLC	Jul 26, 2022	Aug 23, 2022	28	Firm change	RIA to RIA
LIFEPRO ASSET MANAGEMENT	BROOKSTONE WEALTH ADVISORS, LLC	Nov 9, 2021	May 11, 2022	183	Firm change	RIA to RIA
FORTA FINANCIAL GROUP, INC.	LIFEPRO ASSET MANAGEMENT	Dec 23, 2020	Aug 6, 2021	226	Firm change	RIA to RIA
BCH FINANCIAL, INC.	FORTA FINANCIAL GROUP, INC.	Dec 31, 2015	Oct 26, 2020	1,761	Firm change after gap	Other
MONEY CONCEPTS ADVISORY SERVICE	BCH FINANCIAL, INC.	Sep 12, 2008	Jul 16, 2014	2,133	Firm change after gap	Other
THE MCENERNEY GROUP	MONEY CONCEPTS ADVISORY SERVICE	Dec 4, 2007	Mar 7, 2008	94	Firm change	Other
CETERA INVESTMENT ADVISERS LLC	THE MCENERNEY GROUP	Jan 14, 2003	Jul 6, 2007	1,634	Firm change after gap	Other

Relationships

Registered with (9)

→ HERNDON WEALTH SERVICES INCRegistered adviserregistration: previous registration
May 29, 2024 to Dec 31, 2024factForm ADV
→ IMPACT PARTNERSHIP WEALTH, LLCRegistered adviserregistration: previous registration
Aug 23, 2022 to Dec 11, 2023factForm ADV
→ BROOKSTONE WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
May 11, 2022 to Jul 26, 2022factForm ADV
→ LIFEPRO ASSET MANAGEMENTRegistered adviserregistration: previous registration
Aug 6, 2021 to Nov 9, 2021factForm ADV
→ FORTA FINANCIAL GROUP, INC.Registered adviserregistration: previous registration
Oct 26, 2020 to Dec 23, 2020factForm ADV
→ BCH FINANCIAL, INC.Registered adviserregistration: previous registration
Jul 16, 2014 to Dec 31, 2015factForm ADV
→ MONEY CONCEPTS ADVISORY SERVICERegistered adviserregistration: previous registration
Mar 7, 2008 to Sep 12, 2008factForm ADV
→ THE MCENERNEY GROUPRegistered adviserregistration: previous registration
Jul 6, 2007 to Dec 4, 2007factForm ADV
→ CETERA INVESTMENT ADVISERS LLCRegistered adviserregistration: previous registration
Feb 27, 2002 to Jan 14, 2003factForm ADV

Dated events

Occurred
Dec 11, 2023
Advisor changed firm
Biran Clifford Herndon left Impact Partnership Wealth, Llc for Herndon Wealth Services Inc (registered 2024-05-29)
Form ADVobserved 5 days ago
Occurred
Jul 26, 2022
Advisor changed firm
Biran Clifford Herndon left Brookstone Wealth Advisors, Llc for Impact Partnership Wealth, Llc (registered 2022-08-23)
Form ADVobserved 5 days ago