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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-05-29 |
| FL | RA | APPROVED | 2025-05-12 |
| TX | RA | APPROVED | 2025-01-24 |
| VA | RA | APPROVED | 2025-01-24 |
Branch Locations
8219 Leesburg Pike Suite 200, Vienna, VA 22182 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Vienna | VA | 07/2015 | 01/2025 |
| Osaic Wealth, Inc. | Vienna | VA | 01/2025 | Present |
1). HERITAGE FINANCIAL CONSULTANTS, LLC 8219 LEESBURG PIKE VIENNA VA CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFERS HEALTH INSURANCE, FIXED ANNUITIES, INDEXED ANNUITIES, LIFE SETTLEMENTS AND TRADITIONAL LIFE INSURANCE START DATE: 07/2017 HOURS PER MONTH: 4 HOURS PER MONTH DURING TRADING HOURS: 4 2) ARTHUR MCGONIGAL - 3409 WILSON BLVD #513, ARLINGTON VA 22201 CATEGORY: RENTAL INVESTMENT RELATED: YES TITLE: OWNER DUTIES: I AM THE LANDLORD OF A CONDO I OWN. START DATE: 9/24/2021 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 0 3. HERITAGE FINANCIAL CONSULTANTS LLC POSITION: agent/fp NATURE: llc INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/01/2025 ADDRESS: 307 international circle, #390, hunt valley MD 21030, United States DESCRIPTION: apg payout w heritage financial consultants, llc
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-14 |
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