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3761 Westerre Parkway Suite G, Richmond, VA 23233 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-10-08 |
Branch Locations
3761 Westerre Parkway Suite G, Richmond, VA 23233 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Wealth, Inc. | Raleigh | NC | 01/2013 | 09/2025 |
| Osaic Wealth, Inc. | Richmond | VA | 01/2013 | Present |
| Strategic Design Group | Richmond | VA | 01/2017 | Present |
| Hermitage Wealth Management, Inc. | Richmond | VA | 09/2025 | Present |
1. STRATEGIC DESIGN GROUP POSITION: Vice President NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 6 START DATE: 05/01/2017 ADDRESS: 3957 Westerre Pkwy, Suite 402, Henrico VA 23233, United States 2. LANGXTON, LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/20/2025 ADDRESS: 3224 Fulbrook Dr, Midlothian VA 23113, United States DESCRIPTION: Pass Through Tax Entity for income tax and expenses for my personal income. 3. MANKIN FARMS, INC. POSITION: Board Member NATURE: S-Corp INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2009 ADDRESS: 8942 Quioccasin Rd, Richmond VA 23229, United States DESCRIPTION: Board Member that helps with strategic direction and decision making for company and its endeavors. 4. HERMITAGE WEALTH MANAGEMENT (1) POSITION: Financial Advisor NATURE: Insurance Agency INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/23/2013 ADDRESS: 3761 Westerre Pkwy Suite G, Richmond VA 23233, United States DESCRIPTION: Sales of non-variable life insurance, fixed annuities, long-term care insurance, disability insurance, through our brokerage relationships. 5. HERMITAGE WEALTH MANAGEMENT POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 150 START DATE: 01/23/2013 ADDRESS: 3761 Westerre Pkwy Suite G, Richmond VA 23233, United States DESCRIPTION: Hermitage Wealth Management is the name I use to conduct and market my business. 6. CAPITOL FINANCIAL SOLUTIONS POSITION: Capitol Financial Solutions NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/23/2013 ADDRESS: 3957 Westerre Pkwy, Suite 402, Henrico VA 23233, United Stated DESCRIPTION: Hermitage Wealth Management is the name I use to conduct and market my business. 7. HERMITAGE WEALTH POSITION: Financial Advisor NATURE: S Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 01/01/2025 ADDRESS: 3761 Westerre Pkwy, Suite G, Richmond VA 23233, United Stated DESCRIPTION: Provide investment advice to outside parties and maintain administration and compliance duties within the independent RIA.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-09-11 |
| S63 | Uniform Securities Agent State Law Examination | 2011-02-18 |
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