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

Delores Ann Remo

Heritage Wealth Advisorsindependent RIARichmond, VaIA-onlyIAPD 2847665
Certified Financial Planner
Feed of 09/14/2026
Also filed as Deeann Remo
At current firm
13 y
since Mar 19, 2013
In the industry
29 y
since Jan 20, 1997 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Professional profile
what the firm itself publishes, with the page it was read from
Title
CEOreportedheritagewealth.netfirm site, Sep 15, 2026
Designations
CPA, CFP, PFSreportedheritagewealth.netas printed on the bio page, Sep 16, 2026
Founder
“Dee Ann founded the firm in 2005 with a clear vision: to build a comprehensive and collaborative multi-family office serving high-net-worth individuals and families.”reportedheritagewealth.netthe sentence on the bio page
Partner or owner
“With decades of experience as a former tax and wealth management partner at KPMG, Dee Ann brings deep expertise in financial planning, investment strategy, and navigating the complex needs of affluent clients.”reportedheritagewealth.netthe sentence on the bio page
Business email
dremo@heritagewealth.netreportedheritagewealth.netfirm site, Sep 15, 2026
Professional profile
heritagewealth.net/team/dee-ann-remoreportedheritagewealth.netfirm site, Sep 15, 2026
Professional profile
linkedin.com/in/dee-ann-remoreportedheritagewealth.netfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history
IAPD current and previous registrations
Moves
a registration end followed by a registration begin elsewhere
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
Independent wealth managerderived
Years in industry
29derivedfrom the earliest dated exam, employment or registration
Not published
disclosure flags, outside business text, branch street address