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Aaron Wayne Clarke

Heritage Financial LLC

Gainesville, VA

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Current Employers
Heritage Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-10-25
VA RA APPROVED 2022-10-25
  • TX RA
    APPROVED
    Since 2022-10-25
  • VA RA
    APPROVED
    Since 2022-10-25

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
OrganizationCityStateFromTo
The Strategic Financial Alliance, Inc. Atlanta GA 12/2015 10/2018
Acorn Financial Services, Inc. Reston VA 10/2015 10/2018
Acorn Financial Advisory Services, Inc. Reston VA 02/2016 10/2018
Halpern Financial, Inc. Ashburn VA 10/2018 05/2022
Virtual Business Virtuosos Dba Gig Wealthy Herndon VA 05/2022 12/2025
Origin Financial Boston MA 06/2022 09/2022
Heritage Financial Gainesville VA 10/2022 Present
  • 12/2015 → 10/2018
    The Strategic Financial Alliance, Inc.
    Atlanta, GA
  • 10/2015 → 10/2018
    Acorn Financial Services, Inc.
    Reston, VA
  • 02/2016 → 10/2018
    Reston, VA
  • 10/2018 → 05/2022
    Halpern Financial, Inc.
    Ashburn, VA
  • 05/2022 → 12/2025
    Virtual Business Virtuosos Dba Gig Wealthy
    Herndon, VA
  • 06/2022 → 09/2022
    Origin Financial
    Boston, MA
  • 10/2022 → Present
    Heritage Financial
    Gainesville, VA
Previous Registrations
Other Businesses

FINANCIAL PLANNING ASSOCIATION OF THE NATIONAL CAPITAL AREA Not investment related 1478 Greenmont Court, Reston, VA 20190 professional association Volunteer Board Member, Executive Counsel Member 12/18/2015 10 hours per month 0-5 hours during trading hours Help facilitate initiatives for the profession, event planning, coordination

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-02-05
  • S66 Uniform Combined State Law Examination
    2016-02-05
Designations

View on SEC IAPD

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