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

HERITAGE FINANCIAL ADVISORS, 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

Sep 30, 1999earliest registration or exam on IAPD

Years in industry

26derivedfrom the industry start date

Years at current firm

16derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S65

First exam

Sep 30, 1999

First registration

Jun 26, 2003

Dual registered

no

Other names

CHARLOTTE B SARGEANT

IAPD individual key

4679560

Graph

RIA / Wealth Management

Canonical id

dfx:ria:e3fa3816-0b1b-c3be-9a06-be3bbb32e1c9

First observed

Jun 26, 2003

Last observed

Sep 14, 2026 7 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.