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733 Boush Street Suite 100, Norfolk, VA 23510-1591 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-05-31 |
Branch Locations
733 Boush Street Suite 100, Norfolk, VA 23510-1591 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clarendon Wealth Management | Arlington | VA | 07/2019 | 06/2021 |
| Signature Family Wealth Advisors | Norfolk | VA | 06/2018 | 08/2018 |
| Wall, Einhorn, & Chernitzer | Norfolk | VA | 06/2017 | 08/2017 |
| Virginia Tech | Blacksburg | VA | 08/2015 | 05/2019 |
| Clarendon Wealth Management | Arlington | VA | 06/2021 | 05/2024 |
| Commonwealth Financial Network | Waltham | MA | 06/2021 | 05/2024 |
| Clarendon Wealth Management | Arlington | VA | 07/2019 | 05/2024 |
| Heritage Wealth Management Group, Ltd | Norfolk | VA | 05/2024 | Present |
| Heritage Wealth Management Group, Ltd | Norfolk | VA | 11/2025 | Present |
1) Fixed insurance sales; as of 06/07/2021; 5% of time spent during business hours; Conducted at branch location; Investment related. 2) Zachary Tekamp is a Peer Review Editor at Journal of Financial Planning Editorial Review Board; Investment related: No; Location: 1290 Broadway, Suite 1625 Denver Colorado 80203; Description: Monthly magazine for CFP(R) professionals; Responsibilities Duties: Periodically edit articles for submission to the Journal of Financial Planning; Start date: 2023-06-01; Hours devoted to business during trading hours: 0; Hours devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 0. 3) Instructor; Is the business investment related: No; Location of the business: 4801 Massachusetts Ave. NW, Suite 501 Washington DC 20016 US; Description of the business: Retirement Planning Instructor for American University OLLI Program; Position Title: Teacher; Start date with business: 2026-03-01; Hours per month devoted to business during trading hours: 4; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 0; 4) Instructor; Is the business investment related: No; Location of the business: 4210 Roberts Rd Fairfax VA 22032 US; Description of the business: Retirement Planning Instructor for George Mason University OLLI Program; Position Title: Teacher; Start date with business: 2025-03-01; Hours per month devoted to business during trading hours: 4; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 0;
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