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.
Feed of 09/17/2026
Also filed as Dick Gillons
At current firm
22 y
since Sep 16, 2004
In the industry
25 y
since Oct 1, 2000 (earliest exam, job or registration)
Prior registered firms
1
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
1
dated events on this person
Registration history
IAPD current and previous registrations
- Heintz Wealth Management, LLC state registered currentsince Sep 18, 2017 · Scottsdale, Az
- Rhg Advisors LLC former currentsince Sep 16, 2004 · Scottsdale, Az
- Heintz Wealth Management, LLC state registeredSep 18, 2017 to Sep 16, 2026 · Scottsdale, Az
Moves
a registration end followed by a registration begin elsewhere
- Heintz Wealth Management, LLC to no registered destinationleft Sep 16, 2026 · Departure, no registered destination
Signals
- Richard Howard Gillons no longer registered at Heintz Wealth Management, LLC; no later IA registration on IAPDSep 16, 2026 · Advisor departure · 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
- Former SEC-registered adviserderived
- Years in industry
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address