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
Arrivals at Central Wealth Management LLC
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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Eric Allen Heiting | Atlas independent RIA | Central Wealth Management LLC no RAUM | Other | Jan 30, 2026 | Feb 13, 2026 |
| Jeffrey Edward Socha | Ark Financial Advisors, LLC unclassified | Central Wealth Management LLC independent RIA | Other | Jun 24, 2021 | Apr 20, 2021 |
| Carey Yeary Hilburn | Beaird Harris independent RIA | Central Wealth Management LLC independent RIA | RIA to RIA | Jun 1, 2020 | Jun 16, 2020 |
| Patrick Thomas Lonergan | Eagle Strategies LLC BD affiliated | Central Wealth Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 19, 2019 | Jul 18, 2019 |
| Eric Allen Heiting | Eagle Strategies LLC BD affiliated | Central Wealth Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 21, 2018 | Jun 19, 2018 |
Page 1 of 1
5 moves match.