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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-01-03 |
Branch Locations
Suite 10201 10000 Sagemore Drive, Marlton, NJ 08053 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Financial Planning | Fort Worth | TX | 03/2014 | 12/2022 |
| First Command Advisory Services | Fort Worth | TX | 12/2015 | 12/2022 |
| Lincoln Investment | Fort Washington | PA | 12/2022 | Present |
HERITAGE ADVISORY GROUP POSITION: Licensed Associate NATURE: Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 6 START DATE: 01/03/2023 ADDRESS: 10000 Sagemore Dr, Suite #10201, Marlton NJ 08053, United States DESCRIPTION: Assistant duties
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-05-29 |
| S63 | Uniform Securities Agent State Law Examination | 2008-03-05 |
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