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Heritage Financial Advisory, LLC CRD 315898
$19.2M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
10199 Southside Blvd Suite 105, Jacksonville, FL 32256 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-12-12 |
| TX | RA | APPROVED_RES | 2025-12-01 |
| FL | RA | APPROVED | 2025-11-17 |
Branch Locations
10199 Southside Blvd Suite 105, Jacksonville, FL 32256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Jacksonville | FL | 08/2021 | 11/2025 |
| Unemployed | Valdosta | GA | 05/2020 | 07/2021 |
| Longhorn Steakhouse | Valdosta | GA | 08/2019 | 05/2020 |
| Valdosta Lowndes Parks And Recreation Authority | Valdosta | GA | 05/2018 | 07/2019 |
| Southern Area Basketball Officials Association | Valdosta | GA | 11/2017 | 05/2019 |
| Valdosta State University | Valdosta | GA | 09/2017 | 05/2018 |
| Top Golf | Jacksonville | FL | 11/2016 | 08/2017 |
| Brusters Ice Cream | Jacksonville | FL | 04/2015 | 08/2017 |
| Trinity Wealth Securities, Llc | Jacksonville | FL | 04/2022 | 11/2025 |
| Heritage Financial Advisory, Llc | Jacksonville | FL | 11/2025 | Present |
INSURANCE SALES; INVESTMENT RELATED; ; INSURANCE AGENT;JACKSONVILLE, FL; PRESENT; APPROXIMATELY 40 HOURS A MONTH DURING TRADING HOURS; SALES OF VARIOUS INSURANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-23 |
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