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

HEATH CAPITAL MANAGEMENT, 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

Dec 7, 1992earliest registration or exam on IAPD

Years in industry

33derivedfrom the industry start date

Years at current firm

25derivedfrom the current registration's begin date

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S63|S65

First exam

Dec 7, 1992

Dual registered

no

Other names

SCOTT D HEATH

IAPD individual key

2247925

Graph

RIA / Wealth Management

Canonical id

dfx:ria:c3d1fc1b-7370-e394-eda7-d655e10bc255

First observed

Dec 7, 1992

Last observed

Sep 14, 2026 6 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.