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Edwin Sidney Martin

Heartwood Wealth Advisors, LLC

Richmond, VA

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Current Employers
Heartwood Wealth Advisors, Llc

9020 Stony Point Parkway Suite 325, Richmond, VA 23235 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2019-06-06
  • VA RA
    APPROVED
    Since 2019-06-06

Branch Locations

9020 Stony Point Parkway Suite 325, Richmond, VA 23235 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Financial Network, Llc Richmond VA 02/2013 06/2019
Heartwood Wealth Advisors Llc Richmond VA 06/2019 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-06-09
S63 Uniform Securities Agent State Law Examination 1997-05-20
  • S65 Uniform Investment Adviser Law Examination
    1997-06-09
  • S63 Uniform Securities Agent State Law Examination
    1997-05-20
Other Names
  • Sid Martin
  • Edwin S (Iii) Martin
  • Edwin Sidney Martin
  • Sid Martin
  • Sidney Martin
  • Sidney Martin

View on SEC IAPD

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Other Offices

TAYLOR HOFFMAN CAPITAL MANAGEMENT · RICHMOND, VA
WEALTHCARE CAPITAL MANAGEMENT LLC · RICHMOND, VA
WEST TOWER GROUP, LLC · RICHMOND, VA
WELLS FARGO CLEARING SERVICES, LLC · RICHMOND, VA
AMERIPRISE FINANCIAL SERVICES, LLC · RICHMOND, VA
WELLS FARGO CLEARING SERVICES, LLC · RICHMOND, VA
CETERA INVESTMENT ADVISERS LLC · RICHMOND, VA
UBS FINANCIAL SERVICES INC. · RICHMOND, VA

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