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

HOMESTEAD ADVISERS CORP.

Current firm class

other adviserderived

Book size

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

Industry start

Jul 29, 2002earliest registration or exam on IAPD

Years in industry

24derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

51

Designations

Certified Financial Planner

Exams

S63|S65

First exam

Aug 24, 2018

First registration

Jul 29, 2002

Dual registered

yes, broker-dealer

Other names

Shannon Erika Heath

IAPD individual key

2695386

• Occurred

  Mar 27, 2024
  Advisor changed firm

  Shannon Erika Truman left Brasada Capital Management, Lp for Homestead Advisers Corp. (registered 2024-12-10)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d2ab8b3a-8d98-2f3a-ad55-3d66043ae329

First observed

Jul 29, 2002

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.