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9020 Stony Point Parkway Suite 325, Richmond, VA 23235 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-12-03 |
| VA | RA | APPROVED | 2019-06-06 |
Branch Locations
9020 Stony Point Parkway Suite 325, Richmond, VA 23235 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Richmond | VA | 02/2013 | 06/2019 |
| Heartwood Wealth Advisors Llc | Richmond | VA | 06/2019 | Present |
SCOTCH HILLS WORLD WIDE LLC; INVESTMENT RELATED; RICHMOND, VIRGINIA; LLC FOR INVESTMENT OPPORTUNITIES FOCUSED ON REAL ESTATE AND PRIVATE INVESTMENTS; 50% OWNERSHIP; START DATE 10/01/2021; ONE HOUR A MONTH; NOT DURING TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-03-20 |
| S65 | Uniform Investment Adviser Law Examination | 1996-03-20 |
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