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
Heath Edward Hampton
Certified Financial Planner
Feed of 09/14/2026
At current firm
0 y
since Jun 26, 2026
In the industry
30 y
since Aug 19, 1996 (earliest exam, job or registration)
Prior registered firms
9
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65, S66, S63
IA exams only
Book size
not public
not estimated here
Signals
3
dated events on this person
Registration history
IAPD current and previous registrations
- Boldin Advisors no RAUM currentsince Jun 26, 2026 · Kathleen, Ga
- Origin Investment Advisory LLC independent RIADec 12, 2025 to Jun 15, 2026 · Kathleen, Ga
- Ndvr formerJul 13, 2023 to Oct 31, 2023 · Kathleen, Ga
- LPL Financial LLC BD affiliatedNov 8, 2021 to Jun 29, 2023 · Kathleen, Ga
- Facet independent RIASep 6, 2019 to Dec 6, 2021 · West Palm Beach, Fl
- Wells Fargo Advisors wirehouseJun 4, 2009 to Nov 12, 2010 · Macon, Ga
- Banc Of America Investment Services, Inc. unclassifiedJan 23, 2007 to Jun 1, 2009 · Atlanta, Ga
- Suntrust Investment Services, Inc. formerSep 13, 2006 to Jan 18, 2007 · Atlanta, Ga
- Fisher Investments independent RIAAug 22, 2006 to Aug 29, 2006 · Kathleen, Ga
- Suntrust Investment Services, Inc. formerJul 29, 2002 to Aug 7, 2006 · Warner Robins, Ga
Moves
a registration end followed by a registration begin elsewhere
- Origin Investment Advisory LLC to Boldin Advisorsleft Jun 15, 2026, registered Jun 26, 2026 (11 days) · Other
- Ndvr to Origin Investment Advisory LLCleft Oct 31, 2023, registered Dec 12, 2025 (773 days) · RIA to RIA
- LPL Financial LLC to Ndvrleft Jun 29, 2023, registered Jul 13, 2023 (14 days) · Affiliated broker-dealer or bank to independent RIA
- Facet to LPL Financial LLCleft Dec 6, 2021, registered Nov 8, 2021 (-28 days) · RIA to affiliated broker-dealer or bank
- Wells Fargo Advisors to Facetleft Nov 12, 2010, registered Sep 6, 2019 (3220 days) · Wirehouse to independent RIA
- Banc Of America Investment Services, Inc. to Wells Fargo Advisorsleft Jun 1, 2009, registered Jun 4, 2009 (3 days) · Other
- Suntrust Investment Services, Inc. to Banc Of America Investment Services, Inc.left Jan 18, 2007, registered Jan 23, 2007 (5 days) · Other
- Fisher Investments to Suntrust Investment Services, Inc.left Aug 29, 2006, registered Sep 13, 2006 (15 days) · Other
- Suntrust Investment Services, Inc. to Fisher Investmentsleft Aug 7, 2006, registered Aug 22, 2006 (15 days) · Other
Signals
- Heath Edward Hampton left Origin Investment Advisory Llc for Boldin Advisors (registered 2026-06-26)Jun 15, 2026 · Advisor changed firm · fact
- Heath Edward Hampton left Ndvr for Origin Investment Advisory Llc (registered 2025-12-12)Oct 31, 2023 · Advisor changed firm · fact
- Heath Edward Hampton left Lpl Financial Llc for Ndvr (registered 2023-07-13)Jun 29, 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
- No RAUM reportedderived
- Years in industry
- 30derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address