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7001 Heritage Village Plaza Suite 190, Gainesville, VA 20155 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-10-25 |
| VA | RA | APPROVED | 2022-10-25 |
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 |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-05 |
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