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RIA / WealthAdvisorCertified Financial Planner21 years in industry

CHARLES PATRICK WEIDMAN

Advisor at HERITAGE FINANCIAL COUNSELORS, LLC

Bedminster, NJ

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Search this name across graphsid dfx:ria:e3aea10d-9bce-8a13-7f01-0b094fa37adc

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:32 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jan 27, 2006 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: HERITAGE FINANCIAL COUNSELORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 12, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Jul 12, 2005
First registration: Jan 27, 2006
Dual registered: no
IAPD individual key: 3252726

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
HERITAGE FINANCIAL COUNSELORS, LLC	Independent wealth	Aug 10, 2017	n/a	yes	Bedminster, NJ	Current employment
LPL FINANCIAL LLC	Bd affiliated wealth	Mar 23, 2012	Sep 6, 2017	no	WHIPPANY, NJ\|MORRISTOWN, NJ\|BEDMINSTER, NJ	Previous registration
FINANCIAL LIFE FOCUS, LLC	Former SEC adviser	Jun 30, 2010	Mar 29, 2012	no	PHILADELPHIA, PA	Previous registration
SECURIAN FINANCIAL SERVICES, INC.	Former SEC adviser	Mar 5, 2007	Jun 30, 2010	no	LIVINGSTON, NJ	Previous registration
NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC	No RAUM reported	Jan 27, 2006	Feb 21, 2007	no	FAIRFIELD, NJ\|FAIRFIELD, NJ	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
LPL FINANCIAL LLC	HERITAGE FINANCIAL COUNSELORS, LLC	Sep 6, 2017	Aug 10, 2017	-27	Firm change	Other
FINANCIAL LIFE FOCUS, LLC	LPL FINANCIAL LLC	Mar 29, 2012	Mar 23, 2012	-6	Firm change	Other
SECURIAN FINANCIAL SERVICES, INC.	FINANCIAL LIFE FOCUS, LLC	Jun 30, 2010	Jun 30, 2010	0	Firm change	Other
NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC	SECURIAN FINANCIAL SERVICES, INC.	Feb 21, 2007	Mar 5, 2007	12	Firm change	Other

Relationships

Registered with (5)

→ HERITAGE FINANCIAL COUNSELORS, LLCRegistered adviserregistration: current employment
Aug 10, 2017 to presentfactForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Mar 23, 2012 to Sep 6, 2017factForm ADV
→ FINANCIAL LIFE FOCUS, LLCRegistered adviserregistration: previous registration
Jun 30, 2010 to Mar 29, 2012factForm ADV
→ SECURIAN FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Mar 5, 2007 to Jun 30, 2010factForm ADV
→ NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLCRegistered adviserregistration: previous registration
Jan 27, 2006 to Feb 21, 2007factForm ADV

Dated events

No dated event names this entity yet.