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.
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Registered advisor
A••••• P••••• H•••
Feed of 09/15/2026
Also filed as Andrew Heil
At current firm
0 y
since Aug 31, 2026
In the industry
23 y
since Oct 1, 2002 (earliest exam, job or registration)
Prior registered firms
9
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
3
dated events on this person
Registration history
IAPD current and previous registrations
- A••••• A•• P••••••• S••••••• BD affiliated currentsince Aug 31, 2026 · San Diego, Ca
- L•• F•••••••• L•• BD affiliatedJun 23, 2022 to Aug 19, 2026 · San Diego, Ca
- N••••••••• M••••• I••••••••• S••••••••• no RAUMFeb 10, 2022 to Apr 19, 2022 · San Diego, Ca
- W•••• F•••• A••••••• wirehouseOct 1, 2021 to Jan 19, 2022 · San Diego, Ca
- E••••• J•••• national BDMar 2, 2020 to Mar 5, 2020 · Cardiff By The Sea, Ca
- J••• M••••• S••••••••• L•• wirehouseAug 6, 2019 to Feb 20, 2020 · San Diego, Ca
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseJun 9, 2015 to Jul 23, 2019 · Solana Beach, Ca
- L•• F•••••••• L•• BD affiliatedDec 17, 2013 to Jan 31, 2014 · San Diego, Ca
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseJun 19, 2012 to Aug 13, 2012 · Carlsbad, Ca
- U•• F•••••••• S••••••• I••• wirehouseOct 1, 2002 to Sep 9, 2003 · Century City, Ca
Moves
a registration end followed by a registration begin elsewhere
- L•• F•••••••• L•• to A••••• A•• P••••••• S•••••••left Aug 19, 2026, registered Aug 31, 2026 (12 days) · Affiliated broker-dealer or bank to another
- N••••••••• M••••• I••••••••• S••••••••• to L•• F•••••••• L••left Apr 19, 2022, registered Jun 23, 2022 (65 days) · Other
- W•••• F•••• A••••••• to N••••••••• M••••• I••••••••• S•••••••••left Jan 19, 2022, registered Feb 10, 2022 (22 days) · Other
- E••••• J•••• to W•••• F•••• A•••••••left Mar 5, 2020, registered Oct 1, 2021 (575 days) · Affiliated broker-dealer or bank to wirehouse · moved with a team
- J••• M••••• S••••••••• L•• to E••••• J••••left Feb 20, 2020, registered Mar 2, 2020 (11 days) · Wirehouse to affiliated broker-dealer or bank
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to J••• M••••• S••••••••• L••left Jul 23, 2019, registered Aug 6, 2019 (14 days) · Wirehouse to wirehouse · moved with a team
- L•• F•••••••• L•• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Jan 31, 2014, registered Jun 9, 2015 (494 days) · Other
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to L•• F•••••••• L••left Aug 13, 2012, registered Dec 17, 2013 (491 days) · Other
- U•• F•••••••• S••••••• I••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Sep 9, 2003, registered Jun 19, 2012 (3206 days) · Wirehouse to wirehouse
Signals
- A••••• P••••• H••• left L•• F•••••••• L•• for A••••• A•• P••••••• S••••••• (registered 2026-08-31)Aug 19, 2026 · Advisor changed firm · fact
- A••••• P••••• H••• left N••••••••• M••••• I••••••••• S••••••••• for L•• F•••••••• L•• (registered 2022-06-23)Apr 19, 2022 · Advisor changed firm · fact
- A••••• P••••• H••• left W•••• F•••• A••••••• for N••••••••• M••••• I••••••••• S••••••••• (registered 2022-02-10)Jan 19, 2022 · 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address