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

Toni Marie Sams

First Heartland Consultants, Inc.BD affiliatedParkersburg, Wvdual registrantIAPD 3150136

Feed of 09/14/2026

Also filed as Toni Marie Weaver

At current firm

16 y

since Dec 1, 2009

In the industry

27 y

since Dec 4, 1998 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

First Heartland Consultants, Inc. BD affiliated current
since Dec 1, 2009 · Parkersburg, Wv
Valmark Advisers, Inc. BD affiliated
Jan 25, 2007 to Nov 20, 2009 · Parkersburg, Wv
New England Securities Corporation former
Mar 9, 2005 to Jan 24, 2007 · Parkersburg, Wv
Raymond James Financial Services, Inc. unclassified
May 9, 2003 to Jan 15, 2004 · Parkersburg, Wv
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Feb 20, 2002 to Nov 18, 2002 · Vienna, Wv

Moves

a registration end followed by a registration begin elsewhere

Valmark Advisers, Inc. to First Heartland Consultants, Inc.
left Nov 20, 2009, registered Dec 1, 2009 (11 days) · Other
New England Securities Corporation to Valmark Advisers, Inc.
left Jan 24, 2007, registered Jan 25, 2007 (1 days) · Other
Raymond James Financial Services, Inc. to New England Securities Corporation
left Jan 15, 2004, registered Mar 9, 2005 (419 days) · Other
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Raymond James Financial Services, Inc.
left Nov 18, 2002, registered May 9, 2003 (172 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: 27derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address