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7001 Heritage Village Plaza Suite 190, Gainesville, VA 20155 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-12-21 |
| TX | RA | APPROVED_RES | 2023-01-03 |
| VA | RA | APPROVED | 2016-10-20 |
Branch Locations
7001 Heritage Village Plaza Suite 190, Gainesville, VA 20155 • United States
Bethesda, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Heritage Financial | Gainesville | VA | 07/2007 | 10/2016 |
| Acorn Financial Advisory Services, Inc. | Reston | VA | 01/2011 | 10/2016 |
| The Strategic Financial Alliance, Inc. | Atlanta | GA | 01/2011 | 12/2017 |
| Heritage Financial, Llc | Gainesville | VA | 10/2016 | Present |
DAVID MORTON investment-related private residence in Bethesda, MD insurance Licensed Insurance Agent 01/2007 8 hours per month 8 hours per month during trading fixed life and health insurance sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-07-15 |
| S63 | Uniform Securities Agent State Law Examination | 2005-03-22 |
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