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Aaron Marten Zitalone

Heritage Wealth Advisors

Richmond, VA

Wexford, PA

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Current Employers
Heritage Wealth Advisors

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2023-02-28
  • PA RA
    APPROVED
    Since 2023-02-28

Branch Locations

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

2563 Brandt School Rd Suite 201, Wexford, PA 15090 • 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
Slippery Rock University Slippery Rock PA 08/2016 05/2020
Davey Tree Company Gibsonia PA 06/2020 10/2020
Cetera Investors Canonsburg PA 01/2021 07/2022
Raymond James & Associates, Inc. Oil City PA 07/2022 01/2023
Heritage Wealth Advisors Sewickley PA 01/2023 Present
  • 08/2016 → 05/2020
    Slippery Rock University
    Slippery Rock, PA
  • 06/2020 → 10/2020
    Davey Tree Company
    Gibsonia, PA
  • 01/2021 → 07/2022
    Cetera Investors
    Canonsburg, PA
  • 07/2022 → 01/2023
    Raymond James & Associates, Inc.
    Oil City, PA
  • 01/2023 → Present
    Heritage Wealth Advisors
    Sewickley, PA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-12-23
  • S66 Uniform Combined State Law Examination
    2020-12-23
Other Names
  • Aaron Zitalone

View on SEC IAPD

Other Firms

TAYLOR HOFFMAN CAPITAL MANAGEMENT
WEALTHCARE CAPITAL MANAGEMENT LLC
WEST TOWER GROUP, LLC
WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
UBS FINANCIAL SERVICES INC.
STIFEL, NICOLAUS & COMPANY, INCORPORATED

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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