DFX Intelligence

Data Factory

RIA / WealthAdvisor35 years in industry

THEODORE JOHN HEUCHLING

Advisor at PORTFOLIO LOGIX, LLC

MISSOULA, MT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e691673a-8318-088a-92d3-853bb658abbe

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:01 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jan 1, 1996 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: PORTFOLIO LOGIX, LLC
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: Nov 20, 1990earliest registration or exam on IAPD
Years in industry: 35derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Nov 20, 1990
First registration: Jan 1, 1996
Dual registered: no
Other names: TED HEUCHLING
IAPD individual key: 2108803

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
PORTFOLIO LOGIX, LLC	State registered	Nov 4, 2019	n/a	yes	MISSOULA, MT	Current employment
CETERA ADVISORS LLC	Former SEC adviser	Feb 28, 2012	Nov 7, 2019	no	GREENWOOD VILLAGE, CO\|MISSOULA, MT	Previous registration
PACIFIC WEST FINANCIAL CONSULTANTS INC	Former SEC adviser	Dec 12, 2003	Feb 28, 2012	no	MISSOULA, MT	Previous registration
BTS ASSET MANAGEMENT, INC.	Independent wealth	Jun 13, 1996	Dec 31, 2002	no	MISSOULA, MT	Previous registration
S.G. LONG & COMPANY	State registered	Jan 1, 1996	Dec 12, 2003	no	MISSOULA, MT	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
CETERA ADVISORS LLC	PORTFOLIO LOGIX, LLC	Nov 7, 2019	Nov 4, 2019	-3	Firm change	Ibd to state RIA
PACIFIC WEST FINANCIAL CONSULTANTS INC	CETERA ADVISORS LLC	Feb 28, 2012	Feb 28, 2012	0	Bulk transfer	Other
S.G. LONG & COMPANY	BTS ASSET MANAGEMENT, INC.	Dec 12, 2003	Jun 13, 1996	-2,738	Firm change after gap	Other
BTS ASSET MANAGEMENT, INC.	PACIFIC WEST FINANCIAL CONSULTANTS INC	Dec 31, 2002	Dec 12, 2003	346	Firm change	Other

Relationships

Registered with (5)

→ PORTFOLIO LOGIX, LLCRegistered adviserregistration: current employment
Nov 4, 2019 to presentfactForm ADV
→ CETERA ADVISORS LLCRegistered adviserregistration: previous registration
Feb 28, 2012 to Nov 7, 2019factForm ADV
→ PACIFIC WEST FINANCIAL CONSULTANTS INCRegistered adviserregistration: previous registration
Dec 12, 2003 to Feb 28, 2012factForm ADV
→ S.G. LONG & COMPANYRegistered adviserregistration: previous registration
Jan 1, 1996 to Dec 12, 2003factForm ADV
→ BTS ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
Jun 13, 1996 to Dec 31, 2002factForm ADV

Dated events

No dated event names this entity yet.