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RIA / WealthAdvisorCertified Financial Planner22 years in industry

HEATH HAROLD HAMRICK

Advisor at H CUBED FINANCIAL SOLUTIONS

GRANBURY, TX

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Search this name across graphsid dfx:ria:ccdaaeaf-2869-7fd9-b0a7-b2050676461c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:16 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Feb 9, 2007 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: H CUBED FINANCIAL SOLUTIONS
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: Aug 5, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Aug 5, 2004
First registration: Feb 9, 2007
Dual registered: no
IAPD individual key: 4808815

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
H CUBED FINANCIAL SOLUTIONS	State registered	Mar 31, 2017	n/a	yes	GRANBURY, TX	Current employment
TEAM FINANCIAL STRATEGIES	Independent wealth	Apr 13, 2010	Mar 27, 2017	no	GRANBURY, TX\|ABILENE, TX	Previous registration
NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC	No RAUM reported	May 12, 2009	Apr 23, 2010	no	FORT WORTH, TX	Previous registration
EDWARD JONES	National bd RIA	Feb 9, 2007	May 13, 2009	no	BENBROOK, TX	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
TEAM FINANCIAL STRATEGIES	H CUBED FINANCIAL SOLUTIONS	Mar 27, 2017	Mar 31, 2017	4	Firm change	Other
NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC	TEAM FINANCIAL STRATEGIES	Apr 23, 2010	Apr 13, 2010	-10	Firm change	Other
EDWARD JONES	NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC	May 13, 2009	May 12, 2009	-1	Firm change	Other

Relationships

Registered with (4)

→ H CUBED FINANCIAL SOLUTIONSRegistered adviserregistration: current employment
Mar 31, 2017 to presentfactForm ADV
→ TEAM FINANCIAL STRATEGIESRegistered adviserregistration: previous registration
Apr 13, 2010 to Mar 27, 2017factForm ADV
→ NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLCRegistered adviserregistration: previous registration
May 12, 2009 to Apr 23, 2010factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Feb 9, 2007 to May 13, 2009factForm ADV

Dated events

No dated event names this entity yet.