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

H•••••• S•••••• F••••••

J••• M••••• S••••••••• L••wirehouseBoston, Madual registrantIAPD 4984950

Certified Financial Planner

Feed of 09/14/2026

Also filed as Heather Furdyna

At current firm

4 y

since Apr 6, 2022

In the industry

20 y

since Jan 27, 2006 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

J••• M••••• S••••••••• L•• wirehouse current
since Apr 6, 2022 · Boston, Ma
C••••••• S••••••••• I••• BD affiliated
Aug 23, 2021 to Mar 14, 2022 · Boston, Ma
C••••••• P•••••• W••••• BD affiliated
Jan 4, 2021 to Mar 14, 2022 · Boston, Ma
S•••••••• S••••••••• BD affiliated
Nov 7, 2017 to Dec 23, 2020 · Boston, Ma
S•••••••• S••••••••• BD affiliated
Apr 26, 2013 to Feb 22, 2017 · Worcester, Ma
E•••••••• A•••••••• L•• national BD
May 8, 2007 to Feb 2, 2012 · Malta, Ny

Moves

a registration end followed by a registration begin elsewhere

C••••••• P•••••• W••••• to C••••••• S••••••••• I•••
left Mar 14, 2022, registered Aug 23, 2021 (-203 days) · RIA to affiliated broker-dealer or bank
C••••••• S••••••••• I••• to J••• M••••• S••••••••• L••
left Mar 14, 2022, registered Apr 6, 2022 (23 days) · Affiliated broker-dealer or bank to wirehouse · moved with a team
S•••••••• S••••••••• to C••••••• P•••••• W•••••
left Dec 23, 2020, registered Jan 4, 2021 (12 days) · Affiliated broker-dealer or bank to independent RIA
E•••••••• A•••••••• L•• to S•••••••• S•••••••••
left Feb 2, 2012, registered Apr 26, 2013 (449 days) · Other

Signals

H•••••• S•••••• F•••••• left C••••••• P•••••• W••••• for C••••••• S••••••••• I••• (registered 2021-08-23)
Mar 14, 2022 · Advisor changed firm · fact
H•••••• S•••••• F•••••• left C••••••• S••••••••• I••• for J••• M••••• S••••••••• L•• (registered 2022-04-06)
Mar 14, 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: Wirehousederived
Years in industry: 20derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address