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9020 Stony Point Parkway Suite 325, Richmond, VA 23235 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-07-30 |
Branch Locations
9020 Stony Point Parkway Suite 325, Richmond, VA 23235 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Richmond | VA | 07/2016 | 01/2019 |
| Heartwood Wealth Advisors | Richmond | VA | 03/2019 | Present |
Notary Public, Not investment related, State of Virginia, Notarize documents, start date 03/2019, less than 1 hour devoted per month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-30 |
| S63 | Uniform Securities Agent State Law Examination | 2014-09-25 |
| S66 | Uniform Combined State Law Examination | 2004-11-13 |
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