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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

A•• S•••••••

L•• F•••••••• L••BD affiliatedSavannah, Gadual registrantIAPD 5993628

Feed of 09/14/2026

Also filed as Amy Theresa Heddendorf

At current firm

1 y

since May 1, 2025

In the industry

14 y

since Oct 1, 2011 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

L•• F•••••••• L•• BD affiliated current
since May 1, 2025 · Savannah, Ga
W•••• F•••• A••••••• wirehouse
Mar 14, 2024 to Apr 29, 2025 · Jacksonville, Fl
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Dec 15, 2021 to Jan 17, 2024 · Alpharetta, Ga
W•••• F•••• A••••••• wirehouse
Jul 6, 2012 to Aug 5, 2021 · Savannah, Ga

Moves

a registration end followed by a registration begin elsewhere

W•••• F•••• A••••••• to L•• F•••••••• L••
left Apr 29, 2025, registered May 1, 2025 (2 days) · Wirehouse to affiliated broker-dealer or bank
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to W•••• F•••• A•••••••
left Jan 17, 2024, registered Mar 14, 2024 (57 days) · Wirehouse to wirehouse
W•••• F•••• A••••••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
left Aug 5, 2021, registered Dec 15, 2021 (132 days) · Wirehouse to wirehouse · moved with a team

Signals

A•• S••••••• left W•••• F•••• A••••••• for L•• F•••••••• L•• (registered 2025-05-01)
Apr 29, 2025 · Advisor changed firm · fact
A•• S••••••• left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for W•••• F•••• A••••••• (registered 2024-03-14)
Jan 17, 2024 · 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: 14derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address