David Kalani Morton

Employer firm

Heritage Financial LLC CRD 285149

$408M regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2007 → 10/2016
  Heritage Financial
  Gainesville, VA
• 01/2011 → 10/2016
  Acorn Financial Advisory Services, Inc.
  Reston, VA
• 01/2011 → 12/2017
  The Strategic Financial Alliance, Inc.
  Atlanta, GA
• 10/2016 → Present
  Heritage Financial, Llc
  Gainesville, VA

Previous Registrations

• 2011-02-16 → 2016-10-17
  Acorn Financial Advisory Services, Inc.
  Gainesville, VA
  Reston, VA
• 2009-02-27 → 2011-01-20
  Grove Point Investments, Llc
  Gainesville, VA
  Rockville, MD
  Washington, DC
• 2005-08-02 → 2008-12-31
  Mml Investors Services, Llc
  Gainesville, VA
  Vienna, VA
  Mclean, VA
  Manassas, VA
  Gainesville, VA

Other Businesses

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

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-07-15
• S63 Uniform Securities Agent State Law Examination
  2005-03-22

Other Names

• Dave Morton