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••••• H••••

C•••••••• W••••• A•••••••• L••independent RIASaratoga Springs, Ny IA-onlyIAPD 7131393

Feed of 09/14/2026

Also filed as Andrew P Heuss

At current firm

0 y

since Jan 27, 2026

In the industry

11 y

since Sep 1, 2015 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

C•••••••• W••••• A•••••••• L•• independent RIA current
since Jan 27, 2026 · Saratoga Springs, Ny
M••••••• state registered
Nov 27, 2024 to Jul 29, 2025 · Excelsior, Mn
F••• W••••• M••••••••• independent RIA
Mar 4, 2022 to Jun 21, 2022 · Wayzata, Mn
F••••••••• I••••••••• A••••••• L•• independent RIA
Sep 29, 2020 to Jun 3, 2022 · Phoenix, Az
M••••• O• O•••• I••••••• S•••••••• I••• independent RIA
Jun 20, 2019 to Feb 7, 2020 · Bloomington, Mn

Moves

a registration end followed by a registration begin elsewhere

M••••••• to C•••••••• W••••• A•••••••• L••
left Jul 29, 2025, registered Jan 27, 2026 (182 days) · Other
F••• W••••• M••••••••• to M•••••••
left Jun 21, 2022, registered Nov 27, 2024 (890 days) · RIA to a state-registered adviser
F••••••••• I••••••••• A••••••• L•• to F••• W••••• M•••••••••
left Jun 3, 2022, registered Mar 4, 2022 (-91 days) · RIA to a newly registered adviser · moved with a team
M••••• O• O•••• I••••••• S•••••••• I••• to F••••••••• I••••••••• A••••••• L••
left Feb 7, 2020, registered Sep 29, 2020 (235 days) · Other

Signals

A••••• H•••• left Modelist for C•••••••• W••••• A•••••••• L•• (registered 2026-01-27)
Jul 29, 2025 · Advisor changed firm · fact
A••••• H•••• left F••• W••••• M••••••••• for Modelist (registered 2024-11-27)
Jun 21, 2022 · Advisor changed firm · fact
A••••• H•••• left F••••••••• I••••••••• A••••••• L•• for F••• W••••• M••••••••• (registered 2022-03-04)
Jun 3, 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: Independent wealth managerderived
Years in industry: 11derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address