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
Derek Robert Heuler
Feed of 09/14/2026
At current firm
5 y
since Jan 28, 2021
In the industry
17 y
since Nov 1, 2008 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Cetera Investment Advisers LLC BD affiliated currentsince Jan 28, 2021 · Pittsburgh, Pa
- Federated Global Investment Management Corp. asset managerJan 7, 2011 to Oct 22, 2018 · New York, Ny
- Mdt Advisers, A Division Of Federated Mdta LLC asset managerJan 7, 2011 to Oct 22, 2018 · Boston, Ma
- Federated Investment Counseling institutionalSep 20, 2010 to Oct 22, 2018 · Pittsburgh, Pa
- Federated Securities Corp. no RAUMSep 20, 2010 to Oct 22, 2018 · Warrendale, Pa
Moves
a registration end followed by a registration begin elsewhere
- Federated Investment Counseling to Federated Securities Corp.left Oct 22, 2018, registered Sep 20, 2010 (-2954 days) · channel change inside one enterprise, not a move
- Federated Securities Corp. to Federated Global Investment Management Corp.left Oct 22, 2018, registered Jan 7, 2011 (-2845 days) · channel change inside one enterprise, not a move
- Federated Global Investment Management Corp. to Mdt Advisers, A Division Of Federated Mdta LLCleft Oct 22, 2018, registered Jan 7, 2011 (-2845 days) · channel change inside one enterprise, not a move
- Mdt Advisers, A Division Of Federated Mdta LLC to Cetera Investment Advisers LLCleft Oct 22, 2018, registered Jan 28, 2021 (829 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
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address