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103 North River Road Suite A, Waterville, OH 43566 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2010-09-15 |
Branch Locations
103 North River Road Suite A, Waterville, OH 43566 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Heritage Financial Advisors, Llc | Waterville | OH | 08/2010 | Present |
S.M. WRIGHT,LLC/MANAGING MEMBER (2010-PRESENT)/INVESTMENT RELATED: YES/FIRM IS 6% OWNER OF HERITAGE FINANCIAL ADVISORS, LLC (RIA)/160 HOURS PER MONTH DURING BUSINESS HOURS. HERITAGE II,LLC/MANAGING MEMBER (2010-PRESENT)/INVESTMENT RELATED: YES/FIRM IS 46% OWNER OF HERITAGE FINANCIAL ADVISORS, LLC (RIA)/160 HOURS PER MONTH DURING BUSINESS HOURS. INSURANCE AGENT/2008-PRESENT/FIXED INSURANCE PRODUCTS/4 HOURS PER MONTH DURING BUSINESS HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-11-17 |
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