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RIA / WealthAdvisordual registered (broker-dealer)29 years in industry

HEIDI SARAH HIRSH

Advisor at ANTHONY PETSIS & ASSOCIATES INC.

NEWTOWN, PA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 0
On other graphs: 0
Observed: Jul 8, 2005 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: ANTHONY PETSIS & ASSOCIATES INC.
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: May 7, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 2
Registered states: 3
Exams: S65|S63
First exam: May 7, 1997
First registration: Jul 8, 2005
Dual registered: yes, broker-dealer
Other names: HEIDI SCHOENBERG|HEIDI SARAH CAPIZZI
IAPD individual key: 2846232

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
ANTHONY PETSIS & ASSOCIATES INC.	State registered	Feb 1, 2022	n/a	yes	NEWTOWN, PA	Current employment
OSAIC WEALTH, INC.	Bd affiliated wealth	May 24, 2021	n/a	yes	NEWTOWN, PA	Current employment
CETERA ADVISOR NETWORKS LLC	Former SEC adviser	Nov 1, 2017	Nov 13, 2017	no	LANGHORNE, PA	Previous registration
GIRARD SECURITIES, INC.	Former SEC adviser	Dec 2, 2015	Nov 1, 2017	no	LANGHORNE, PA\|SAN DIEGO, CA	Previous registration
UNITED CAPITAL FINANCIAL ADVISORS	Independent wealth	Dec 2, 2015	Jun 29, 2021	no	LANGHORNE, PA	Previous registration
CENTAURUS FINANCIAL, INC.	Bd affiliated wealth	Sep 9, 2014	Dec 2, 2015	no	LANGHORNE, PA\|SANTA BARBARA, CA	Previous registration
OSAIC WEALTH, INC.	Bd affiliated wealth	Nov 3, 2008	Aug 11, 2014	no	FT. WASHINGTON, PA	Previous registration
RETIREMENT ADVISORY SERVICES CORP	Former SEC adviser	Jan 25, 2006	Aug 8, 2014	no	WILLOW GROVE, PA\|FORT WASHINGTON, PA	Previous registration
MERCADIEN ASSET MANAGEMENT, LLC	Former SEC adviser	Jul 8, 2005	Dec 6, 2005	no	HAMILTON, 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
UNITED CAPITAL FINANCIAL ADVISORS	CETERA ADVISOR NETWORKS LLC	Jun 29, 2021	Nov 1, 2017	-1,336	Firm change after gap	Other
CETERA ADVISOR NETWORKS LLC	OSAIC WEALTH, INC.	Nov 13, 2017	May 24, 2021	1,288	Firm change after gap	Other
GIRARD SECURITIES, INC.	UNITED CAPITAL FINANCIAL ADVISORS	Nov 1, 2017	Dec 2, 2015	-700	Firm change after gap	Other
CENTAURUS FINANCIAL, INC.	GIRARD SECURITIES, INC.	Dec 2, 2015	Dec 2, 2015	0	Firm change	Other
OSAIC WEALTH, INC.	CENTAURUS FINANCIAL, INC.	Aug 11, 2014	Sep 9, 2014	29	Firm change	Other
RETIREMENT ADVISORY SERVICES CORP	OSAIC WEALTH, INC.	Aug 8, 2014	Nov 3, 2008	-2,104	Firm change after gap	Other
MERCADIEN ASSET MANAGEMENT, LLC	RETIREMENT ADVISORY SERVICES CORP	Dec 6, 2005	Jan 25, 2006	50	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
18697:134600:CA:2017-10-23	Nov 1, 2017	Dec 2, 2015	SAN DIEGO, CA	Firm change after gap
30833:18697:CA:2015-12-02	Dec 2, 2015	Dec 2, 2015	SANTA BARBARA, CA	Firm change

Relationships

Registered with (8)

→ ANTHONY PETSIS & ASSOCIATES INC.Registered adviserregistration: current employment
Feb 1, 2022 to presentfactForm ADV
→ OSAIC WEALTH, INC.Registered adviserregistration: previous registration
Nov 3, 2008 to Aug 11, 2014factForm ADV
→ UNITED CAPITAL FINANCIAL ADVISORSRegistered adviserregistration: previous registration
Dec 2, 2015 to Jun 29, 2021factForm ADV
→ CETERA ADVISOR NETWORKS LLCRegistered adviserregistration: previous registration
Nov 1, 2017 to Nov 13, 2017factForm ADV
→ GIRARD SECURITIES, INC.Registered adviserregistration: previous registration
Dec 2, 2015 to Nov 1, 2017factForm ADV
→ CENTAURUS FINANCIAL, INC.Registered adviserregistration: previous registration
Sep 9, 2014 to Dec 2, 2015factForm ADV
→ RETIREMENT ADVISORY SERVICES CORPRegistered adviserregistration: previous registration
Jan 25, 2006 to Aug 8, 2014factForm ADV
→ MERCADIEN ASSET MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jul 8, 2005 to Dec 6, 2005factForm ADV

Dated events

No dated event names this entity yet.