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Wesley Clark Cullinane

Heritage Wealth Advisors

Richmond, VA

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Current Employers
Heritage Wealth Advisors

919 East Main Street Suite 950, Richmond, VA 23219 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2026-06-03
  • VA RA
    APPROVED
    Since 2026-06-03

Branch Locations

919 East Main Street Suite 950, Richmond, VA 23219 • 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
Heritage Wealth Advisors Richmond VA 10/2023 Present
Mangham Associates Charlottesville VA 03/2022 09/2023
Fluvanna County Palmyra VA 02/2022 07/2022
Goodwill Industries Charlottesville VA 02/2022 03/2022
Btr Capital Management, Inc. San Francisco CA 02/2012 08/2018
Unemployed Webster MA 09/2018 12/2019
Self Employed San Francisco CA 01/2020 05/2020
Unemployed San Francisco CA 06/2020 02/2022
  • 10/2023 → Present
    Heritage Wealth Advisors
    Richmond, VA
  • 03/2022 → 09/2023
    Mangham Associates
    Charlottesville, VA
  • 02/2022 → 07/2022
    Fluvanna County
    Palmyra, VA
  • 02/2022 → 03/2022
    Goodwill Industries
    Charlottesville, VA
  • 02/2012 → 08/2018
    Btr Capital Management, Inc.
    San Francisco, CA
  • 09/2018 → 12/2019
    Unemployed
    Webster, MA
  • 01/2020 → 05/2020
    Self Employed
    San Francisco, CA
  • 06/2020 → 02/2022
    Unemployed
    San Francisco, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-03
  • S65 Uniform Investment Adviser Law Examination
    2026-06-03

View on SEC IAPD

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Other Investors

BRANDON CHRISTOPHER TAYLOR
GABRIEL CHRISTOPHER HOFFMAN
RAYMOND ZSOLT KANYO
KEVIN LAURENCE LONDON
CHRISTOPHER HARRISON HESSENFLOW
AUDREY SANDERS
EDWARD GARRETT WIRWILLE
JOHN JOSEPH SCHLICHTING

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

More in Richmond, VA

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