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RIA / WealthAdvisor22 years in industry

DAVID TYLER HEYMANN

Advisor at TREK FINANCIAL

SCOTTSDALE, AZ

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:11 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 2
On other graphs: 0
Observed: Aug 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: TREK FINANCIAL
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: Jan 29, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Exams: S63|S66
First exam: Jan 29, 2004
First registration: Aug 8, 2005
Dual registered: no
Other names: D TYLER HEYMANN|DAVID TYLER BUSSE|DAVID TYLER HEYMANN|Tyler Heymann
IAPD individual key: 4743495

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
TREK FINANCIAL	Independent wealth	Mar 2, 2023	n/a	yes	SCOTTSDALE, AZ	Current employment
HERITAGE WEALTH MANAGEMENT, LLC	Former SEC adviser	Nov 16, 2021	Apr 7, 2023	no	PHOENIX, AZ	Previous registration
FIRST ALLIED ADVISORY SERVICES, INC.	Former SEC adviser	Feb 26, 2014	Jun 23, 2017	no	SAN DIEGO, CA\|SCOTTSDALE, AZ	Previous registration
PRISM FINANCIAL CONCEPTS	Former SEC adviser	Jan 13, 2012	Jun 22, 2022	no	SCOTTSDALE, AZ	Previous registration
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Bd affiliated wealth	Jun 19, 2008	Aug 1, 2012	no	SCOTTSDALE, AZ\|SCOTTSDALE, AZ	Previous registration
CETERA ADVISORS LLC	Former SEC adviser	Mar 28, 2006	Jun 26, 2008	no	SURPRISE, AZ\|SCOTTSDALE, AZ	Previous registration
QUESTAR ASSET MANAGEMENT, INC.	Former SEC adviser	Aug 8, 2005	Feb 24, 2006	no	PHOENIX, AZ	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
HERITAGE WEALTH MANAGEMENT, LLC	TREK FINANCIAL	Apr 7, 2023	Mar 2, 2023	-36	Firm change after gap	RIA to RIA
PRISM FINANCIAL CONCEPTS	FIRST ALLIED ADVISORY SERVICES, INC.	Jun 22, 2022	Feb 26, 2014	-3,038	Firm change after gap	Other
FIRST ALLIED ADVISORY SERVICES, INC.	HERITAGE WEALTH MANAGEMENT, LLC	Jun 23, 2017	Nov 16, 2021	1,607	Firm change after gap	Other
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	PRISM FINANCIAL CONCEPTS	Aug 1, 2012	Jan 13, 2012	-201	Firm change after gap	Other
CETERA ADVISORS LLC	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Jun 26, 2008	Jun 19, 2008	-7	Firm change	Other
QUESTAR ASSET MANAGEMENT, INC.	CETERA ADVISORS LLC	Feb 24, 2006	Mar 28, 2006	32	Firm change	Other

Relationships

Registered with (7)

→ TREK FINANCIALRegistered adviserregistration: current employment
Mar 2, 2023 to presentfactForm ADV
→ HERITAGE WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Nov 16, 2021 to Apr 7, 2023factForm ADV
→ PRISM FINANCIAL CONCEPTSRegistered adviserregistration: previous registration
Jan 13, 2012 to Jun 22, 2022factForm ADV
→ FIRST ALLIED ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
Feb 26, 2014 to Jun 23, 2017factForm ADV
→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: previous registration
Jun 19, 2008 to Aug 1, 2012factForm ADV
→ CETERA ADVISORS LLCRegistered adviserregistration: previous registration
Mar 28, 2006 to Jun 26, 2008factForm ADV
→ QUESTAR ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
Aug 8, 2005 to Feb 24, 2006factForm ADV

Dated events

Occurred
Apr 7, 2023
Advisor changed firm
David Tyler Heymann left Heritage Wealth Management, Llc for Trek Financial (registered 2023-03-02)
Form ADVobserved 4 days ago
Occurred
Jun 22, 2022
Advisor changed firm
David Tyler Heymann left Prism Financial Concepts for First Allied Advisory Services, Inc. (registered 2014-02-26)
Form ADVobserved 4 days ago