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7001 Heritage Village Plaza Suite 190, Gainesville, VA 20155 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-01-27 |
Branch Locations
7001 Heritage Village Plaza Suite 190, Gainesville, VA 20155 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Heritage Financial Llc | Gainesville | VA | 01/2026 | Present |
| Texas Tech University - It Help Central | Lubbock | TX | 10/2023 | 12/2025 |
| United States Marine Corps | Twentynine Palms | CA | 02/2014 | 08/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-29 |
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