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.

Advisor moves

Departures from Heritage Financial Services

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Paul Joseph HigginsHeritage Financial Services independent RIASavant Wealth Management independent RIARIA to RIAMar 19, 2026Mar 16, 2026
Charles Swan BeanHeritage Financial Services independent RIACommonwealth Financial Network national BDRIA to affiliated broker-dealer or bankMar 19, 2026Oct 4, 2001
James Patrick ScallyHeritage Financial Services independent RIASavant Wealth Management independent RIARIA to RIAMar 19, 2026Mar 16, 2026
Jennifer Mulvoy WatsonHeritage Financial Services independent RIASavant Wealth Management independent RIARIA to RIAMar 19, 2026Mar 16, 2026
Matthew Alan CarronHeritage Financial Services independent RIASavant Wealth Management independent RIARIA to RIAMar 19, 2026Mar 16, 2026
Sammy Amr AzzouzHeritage Financial Services independent RIASavant Wealth Management independent RIARIA to RIAMar 19, 2026Mar 16, 2026
Joseph Anthony WatersHeritage Financial Services independent RIASavant Wealth Management independent RIARIA to RIAMar 19, 2026Mar 16, 2026
Robert Thomas WeisseHeritage Financial Services independent RIASavant Wealth Management independent RIARIA to RIAMar 19, 2026Mar 16, 2026
Kevin Russell WebberHeritage Financial Services independent RIASavant Wealth Management independent RIARIA to RIAMar 19, 2026Mar 16, 2026
Matthew Theodore SimoniHeritage Financial Services independent RIASavant Wealth Management independent RIARIA to RIAMar 19, 2026Mar 16, 2026
Edward Richard JastremHeritage Financial Services independent RIASavant Wealth Management independent RIARIA to RIAMar 19, 2026Mar 16, 2026
Christopher Anthony RutaHeritage Financial Services independent RIASavant Wealth Management independent RIARIA to RIAMar 19, 2026Mar 16, 2026
Michael Robert WaldronHeritage Financial Services independent RIASavant Wealth Management independent RIARIA to RIAMar 19, 2026Mar 16, 2026
William Bushman BainHeritage Financial Services independent RIASavant Wealth Management independent RIARIA to RIAMar 19, 2026Mar 16, 2026
Kenzie Marie FerrisHeritage Financial Services independent RIASavant Wealth Management independent RIARIA to RIAMar 19, 2026Mar 16, 2026
Timothy David WinnHeritage Financial Services independent RIASavant Wealth Management independent RIARIA to RIAMar 19, 2026Mar 16, 2026
Jonathan Robert HardingHeritage Financial Services independent RIASavant Wealth Management independent RIARIA to RIAMar 19, 2026Mar 16, 2026
Jared Matthew RavechHeritage Financial Services independent RIASavant Wealth Management independent RIARIA to RIAMar 19, 2026Mar 16, 2026
Andreane Martine BolducHeritage Financial Services independent RIASavant Wealth Management independent RIARIA to RIAMar 19, 2026Mar 16, 2026
Timothy Ryan DriscollHeritage Financial Services independent RIASavant Wealth Management independent RIARIA to RIAMar 19, 2026Mar 16, 2026
Jack Campbell FinchHeritage Financial Services independent RIASavant Wealth Management independent RIARIA to RIAMar 19, 2026Mar 16, 2026
Alexia Souad Yvette TeixeiraHeritage Financial Services independent RIASavant Wealth Management independent RIARIA to RIAMar 19, 2026Mar 16, 2026
Brendan Richard SheaHeritage Financial Services independent RIAGrimes & Company independent RIARIA to RIAFeb 23, 2026Mar 4, 2026
Sydnee GoodeauxHeritage Financial Services independent RIARwa Wealth Partners independent RIARIA to RIANov 24, 2025Dec 10, 2025
Joseph F ArsenaultHeritage Financial Services independent RIAGreat Oak Capital Partners, LLC independent RIARIA to RIAOct 29, 2025Apr 2, 2026 (155 d)
Raymond Luis PowellHeritage Financial Services independent RIACambridge Investment Research Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankJun 16, 2025Jan 6, 2026 (204 d)
Cole George SamsonHeritage Financial Services independent RIAThe Investment Counsel Company independent RIARIA to RIAJan 27, 2025Apr 1, 2025 (64 d)
Jackson George WatsonHeritage Financial Services independent RIAAlbion Financial Group independent RIARIA to RIAJan 16, 2025Mar 18, 2025 (61 d)
Nilesh Imanuel ChristianHeritage Financial Services independent RIACharles Schwab & Co., Inc. national BDRIA to affiliated broker-dealer or bankAug 8, 2022Mar 9, 2023 (213 d)
Micah WilliamsHeritage Financial Services independent RIARBC Capital Markets, LLC national BDRIA to affiliated broker-dealer or bankOct 8, 2019Oct 28, 2019
Steven Lee JacobsmeierHeritage Financial Services otherCrestwood Advisors otherOtherNov 9, 2016May 23, 2017 (195 d)
Michael Brian McintoshHeritage Financial Services otherCross Financial Services Corporation otherOtherJun 9, 2014Oct 6, 2014 (119 d)
Daniel Robert WilliamsHeritage Financial Services otherComprehensive Capital Management, Inc. otherOtherJun 30, 2009Oct 6, 2009 (98 d)
James Patrick ScallyHeritage Financial Services otherCommonwealth Financial Network national BDOtherJun 30, 2009Sep 20, 2000
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34 moves match.