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
Curtis Allen Zeigler
Feed of 09/14/2026
Also filed as Curtis Allen Zeigler
At current firm
18 y
since Oct 11, 2007
In the industry
40 y
since Jan 1, 1986 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65, 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 Oct 11, 2007 · Denver, Co
- Integrated Wealth Management, LLC formerMay 18, 2017 to Oct 11, 2021 · Scottsdale, Az
- Heffernan Advisory, Inc. independent RIAAug 24, 2009 to Dec 31, 2013 · Denver, Co
Moves
a registration end followed by a registration begin elsewhere
- Integrated Wealth Management, LLC to no registered destinationleft Oct 11, 2021 · Departure, no registered destination
- Heffernan Advisory, Inc. to Integrated Wealth Management, LLCleft Dec 31, 2013, registered May 18, 2017 (1234 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
- 40derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address