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
Samuel Schaedler Heveroh
Certified Financial Planner
Feed of 09/14/2026
Also filed as Samuel Heveroh
At current firm
0 y
since Sep 30, 2025
In the industry
11 y
since Aug 1, 2015 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Stonebridge Financial Group, LLC mixed wealth currentsince Sep 30, 2025 · St. Louis, Mo
- Commonwealth Financial Network national BDMar 14, 2023 to Sep 30, 2025 · St. Louis, Mo
- Mutual Of Omaha Investor Services, Inc. independent RIAJan 27, 2020 to Mar 31, 2023 · St Louis, Mo
Moves
a registration end followed by a registration begin elsewhere
- Commonwealth Financial Network to Stonebridge Financial Group, LLCleft Sep 30, 2025, registered Sep 30, 2025 (0 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
- Mutual Of Omaha Investor Services, Inc. to Commonwealth Financial Networkleft Mar 31, 2023, registered Mar 14, 2023 (-17 days) · RIA to affiliated broker-dealer or bank
Signals
- Samuel Schaedler Heveroh left Commonwealth Financial Network for Stonebridge Financial Group, Llc (registered 2025-09-30)Sep 30, 2025 · Advisor changed firm · fact
- Samuel Schaedler Heveroh left Mutual Of Omaha Investor Services, Inc. for Commonwealth Financial Network (registered 2023-03-14)Mar 31, 2023 · 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
- Wealth manager with institutional or fund businessderived
- Years in industry
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address