Inactive

Eric Eugene Thomas

Heritage Financial LLC

Gainesville, VA

CRD 8214883

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Employer firm

Heritage Financial LLC CRD 285149

$408M regulatory AUM 4 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Heritage Financial Llc

7001 Heritage Village Plaza Suite 190, Gainesville, VA 20155 • United States

Current Registrations

Authority	Category	Status	Date
VA	RA	APPROVED	2026-01-27

VA RA
APPROVED

Since 2026-01-27

Branch Locations

7001 Heritage Village Plaza Suite 190, Gainesville, VA 20155 • 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

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

01/2026 → Present

Heritage Financial Llc

Gainesville, VA
10/2023 → 12/2025

Texas Tech University - It Help Central

Lubbock, TX
02/2014 → 08/2023

United States Marine Corps

Twentynine Palms, CA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-03-29

S65 Uniform Investment Adviser Law Examination

2025-03-29

View on SEC IAPD

Nearby Firms

AMERIPRISE FINANCIAL SERVICES, LLC

ALLSTATE FINANCIAL ADVISORS, LLC

Nearby Investors

DAVID KALANI MORTON

ELIZABETH LANNON CLARK

David John O'Neill

Nearby Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Gainesville, VA

EDWARD JONES · GAINESVILLE, VA

ALLSTATE FINANCIAL ADVISORS, LLC · Gainesville, VA

More in Gainesville, VA

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