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9020 Stony Point Parkway Suite 325, Richmond, VA 23235 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2022-01-11 |
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 |
|---|---|---|---|---|
| Norfleet, Musselman & Company | N Chesterfield | VA | 01/2002 | 01/2022 |
| Heartwood Wealth Advisors | Richmond | VA | 01/2022 | Present |
| Heartwood Tax Consultants | Richmond | VA | 01/2022 | Present |
Heartwood Tax Consultants, 9020 Stony Point Pkwy, Suite 230, Richmond, VA 23235. Not investment related CPA firm specializing in tax preparation and consulting. President. Average 200 hours per month. During trading hours, average 80 hours per month. Financial Planning, including tax consulting, retirement and estate planning, and supervision of employees. Review of tax returns.
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