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
Heather Litz Pacheco
Certified Financial Planner
Feed of 09/15/2026
Also filed as Heather Renee Litz
At current firm
6 y
since Apr 30, 2020
In the industry
25 y
since Jul 28, 2001 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- The Ameriflex Group BD affiliated currentsince Apr 30, 2020 · Denver, Co
- Voya Financial Advisors, Inc. BD affiliatedFeb 7, 2013 to May 4, 2020 · Denver, Co
- Waddell & Reed formerJan 14, 2003 to May 7, 2003 · Englewood, Co
- A. G. Edwards & Sons, Inc. unclassifiedJul 25, 2002 to Dec 20, 2002 · Denver, Co
Moves
a registration end followed by a registration begin elsewhere
- Voya Financial Advisors, Inc. to The Ameriflex Groupleft May 4, 2020, registered Apr 30, 2020 (-4 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
- Waddell & Reed to Voya Financial Advisors, Inc.left May 7, 2003, registered Feb 7, 2013 (3564 days) · Other
- A. G. Edwards & Sons, Inc. to Waddell & Reedleft Dec 20, 2002, registered Jan 14, 2003 (25 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
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address