DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Cindy Marker Hegy
Certified Financial Planner
Feed of 09/14/2026
Also filed as Cindy Sue Marker
At current firm
14 y
since Mar 7, 2012
In the industry
37 y
since Sep 1, 1989 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Geneos Wealth Management, Inc. BD affiliated currentsince Mar 7, 2012 · Greenwood Village, Co
- G5 Financial Group Ria, LLC formerApr 30, 2012 to Dec 21, 2017 · Greenwood Village, Co
- Financial Design & Management, Inc. formerOct 30, 2008 to May 29, 2020 · Fort Collins, Co
- Adrian & Associates Inc unclassifiedJan 1, 1999 to Sep 6, 2011 · Greenwood Village, Co
Moves
a registration end followed by a registration begin elsewhere
- Financial Design & Management, Inc. to Geneos Wealth Management, Inc.left May 29, 2020, registered Mar 7, 2012 (-3005 days) · Other · moved with a team
- G5 Financial Group Ria, LLC to no registered destinationleft Dec 21, 2017 · Departure, no registered destination
- Adrian & Associates Inc to Financial Design & Management, Inc.left Sep 6, 2011, registered Oct 30, 2008 (-1041 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 37derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address