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
Heidi Sarah Hirsh
Feed of 09/14/2026
Also filed as Heidi Schoenberg
At current firm
5 y
since May 24, 2021
In the industry
29 y
since May 7, 1997 (earliest exam, job or registration)
Prior registered firms
7
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
2
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
- Anthony Petsis & Associates Inc. state registered currentsince Feb 1, 2022 · Newtown, Pa
- Osaic Wealth, Inc. BD affiliated currentsince May 24, 2021 · Newtown, Pa
- Cetera Advisor Networks LLC formerNov 1, 2017 to Nov 13, 2017 · Langhorne, Pa
- Girard Securities, Inc. formerDec 2, 2015 to Nov 1, 2017 · Langhorne, Pa
- United Capital Financial Advisors independent RIADec 2, 2015 to Jun 29, 2021 · Langhorne, Pa
- Centaurus Financial, Inc. BD affiliatedSep 9, 2014 to Dec 2, 2015 · Langhorne, Pa
- Osaic Wealth, Inc. BD affiliatedNov 3, 2008 to Aug 11, 2014 · Ft. Washington, Pa
- Retirement Advisory Services Corp formerJan 25, 2006 to Aug 8, 2014 · Willow Grove, Pa
- Mercadien Asset Management, LLC formerJul 8, 2005 to Dec 6, 2005 · Hamilton, Nj
Moves
a registration end followed by a registration begin elsewhere
- United Capital Financial Advisors to Cetera Advisor Networks LLCleft Jun 29, 2021, registered Nov 1, 2017 (-1336 days) · Other
- Cetera Advisor Networks LLC to Osaic Wealth, Inc.left Nov 13, 2017, registered May 24, 2021 (1288 days) · Other
- Girard Securities, Inc. to United Capital Financial Advisorsleft Nov 1, 2017, registered Dec 2, 2015 (-700 days) · Other · moved with a team
- Centaurus Financial, Inc. to Girard Securities, Inc.left Dec 2, 2015, registered Dec 2, 2015 (0 days) · Other · moved with a team
- Osaic Wealth, Inc. to Centaurus Financial, Inc.left Aug 11, 2014, registered Sep 9, 2014 (29 days) · Other
- Retirement Advisory Services Corp to Osaic Wealth, Inc.left Aug 8, 2014, registered Nov 3, 2008 (-2104 days) · Other
- Mercadien Asset Management, LLC to Retirement Advisory Services Corpleft Dec 6, 2005, registered Jan 25, 2006 (50 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
- STATE REGISTEREDderived
- Years in industry
- 29derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address