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9110 Montgomery Rd., Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-07-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Virginia Beach | VA | 09/2015 | 11/2016 |
| Watermans Surfside Grille | Virginia Beach | VA | 06/2013 | 10/2018 |
| Wells Fargo Clearing Services, Llc | Virginia Beach | VA | 11/2016 | 10/2018 |
| Raymond James & Associates, Inc. | Cincinnati | OH | 10/2018 | 06/2021 |
| Heritage Wealth Advisors | Cincinnati | OH | 06/2021 | Present |
1)NAME:Heritage Wealth Advisors; INV RELATED:Yes; ADDRESS:9110 Montgomery Rd, Cincinnati, OH 45242; NATURE: RIA AND INSURANCE; POSITION:IAR INSURANCE AGENT; START DATE:06/2021; HOURS/MONTH:180; TRADINGHOURS/MONTH:ALL; DUTIES:OFFERING INSURANCE PRODUCTS AND SERVICES TO CLIENTS AND PROSPECTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-01-22 |
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