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
Daniel Ross Heironimus
Feed of 09/14/2026
Also filed as Daniel Ross Heironimos
At current firm
1 y
since Sep 17, 2025
In the industry
24 y
since Feb 1, 2002 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Nwf Advisory Services Inc independent RIA currentsince Sep 17, 2025 · Sikeston, Mo
- The Ameriflex Group BD affiliatedJul 17, 2023 to Jul 2, 2025 · Sikeston, Mo
- Independent Financial Group, LLC BD affiliatedFeb 13, 2018 to Jul 17, 2023 · Sikeston, Mo
- Signator Investors, Inc. formerMay 13, 2016 to Feb 20, 2018 · Sikeston, Mo
- Transamerica Financial Advisors, LLC BD affiliatedSep 4, 2009 to May 13, 2016 · Sikeston, Mo
- Transamerica Financial Advisors, Inc. unclassifiedAug 27, 2003 to Sep 4, 2009 · Sikeston, Mo
Moves
a registration end followed by a registration begin elsewhere
- The Ameriflex Group to Nwf Advisory Services Incleft Jul 2, 2025, registered Sep 17, 2025 (77 days) · corporate re-registration, not a move
- Independent Financial Group, LLC to The Ameriflex Groupleft Jul 17, 2023, registered Jul 17, 2023 (0 days) · Affiliated broker-dealer or bank to another · moved with a team
- Signator Investors, Inc. to Independent Financial Group, LLCleft Feb 20, 2018, registered Feb 13, 2018 (-7 days) · Other · moved with a team
- Transamerica Financial Advisors, LLC to Signator Investors, Inc.left May 13, 2016, registered May 13, 2016 (0 days) · corporate re-registration, not a move
- Transamerica Financial Advisors, Inc. to Transamerica Financial Advisors, LLCleft Sep 4, 2009, registered Sep 4, 2009 (0 days) · corporate re-registration, not a move
Signals
- Daniel Ross Heironimus left Independent Financial Group, Llc for The Ameriflex Group (registered 2023-07-17)Jul 17, 2023 · Advisor changed firm · fact
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
- Independent wealth managerderived
- Years in industry
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address