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Sarah Christine Simmer

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 2019-07-11
VA RA APPROVED 2019-07-11
  • PA RA
    APPROVED
    Since 2019-07-11
  • VA RA
    APPROVED
    Since 2019-07-11

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
Pricewaterhousecoopers Pittsburgh PA 09/2012 01/2019
Heritage Wealth Advisors Pittsburgh PA 01/2019 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-07-11
  • S65 Uniform Investment Adviser Law Examination
    2019-07-11
Designations

View on SEC IAPD

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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

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