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

FIRST HEARTLAND CONSULTANTS, INC.

Current firm class

broker-dealer affiliated wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jan 28, 1994earliest registration or exam on IAPD

Years in industry

32derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

4

Current registrations

1

Registered states

1

Designations

Certified Financial Planner|Chartered Financial Consultant

Exams

S63

First exam

Jan 28, 1994

First registration

Jun 29, 2001

Dual registered

yes, broker-dealer

Other names

DAN GILBERT

IAPD individual key

1006859

• Occurred

  Aug 20, 2024
  Advisor changed firm

  Daniel Lee Gilbert left Osaic Wealth, Inc. for First Heartland Consultants, Inc. (registered 2024-08-15)

  Form ADVobserved 3 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ffec54fe-e563-7785-f106-8f6587c03ca4

First observed

Jun 29, 2001

Last observed

Sep 14, 2026 4 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.